Connect Daftra and picreel to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Is Updated
Choose an Action
Automatically do this!
- Request a new Action for picreel
Enable Integrations or automations with these events of Daftra and picreel
Enable Integrations or automations with these events of Daftra and picreel
Triggers
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Actions
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Delete Invoice
Deletes an invoice by ID.
Trigger an AI plugin action from a webhook and return the result
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Automate Instagram Comment Replies + Smart DMs for Keywords
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Frequently Asked Questions
To start, connect both your Daftra and picreel accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in picreel (or vice versa).
Absolutely. You can customize how Daftra data is recorded in picreel. This includes choosing which data fields go into which fields of picreel, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and picreel 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 picreel. 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 picreel
Picreel provides exit offers for your website to allow you recover abandoning visitors and improve your conversion rates.
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