Connect Daftra and personalize to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Daftra
Choose an Action
Automatically do this!
- Request a new Action for personalize
Enable Integrations or automations with these events of Daftra and personalize
Enable Integrations or automations with these events of Daftra and personalize
Actions
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your Daftra and personalize accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in personalize (or vice versa).
Absolutely. You can customize how Daftra data is recorded in personalize. This includes choosing which data fields go into which fields of personalize, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and personalize typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Daftra and personalize. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn MoreAbout personalize
Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.
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