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Daftra

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Salesforce

Integrations DaftraSalesforce

Create integrations between Daftra and Salesforce

whenNew Contact
Edit Invoice

Edit Invoice in Daftra when New Contact in Salesforce

whenNew Contact
Delete Supplier

Delete Supplier from Daftra when New Contact in Salesforce

whenNew Contact
Add Invoice Payment

Add Invoice Payment to Daftra when New Contact in Salesforce

whenNew Contact
Edit Invoice Payment

Edit Invoice Payment in Daftra when New Contact in Salesforce

whenNew Contact
Delete Estimate

Delete Estimate from Daftra when New Contact in Salesforce

whenNew Contact
Add Expense

Add Expense to Daftra when New Contact in Salesforce

whenNew Contact
Delete an Invoice

Delete an Invoice in Daftra when New Contact in Salesforce

whenNew Contact
Delete Invoice Payment

Delete Invoice Payment from Daftra when New Contact in Salesforce

whenNew Contact
Edit Product

Edit Product in Daftra when New Contact in Salesforce

whenNew Contact
Add Supplier

Add Supplier to Daftra when New Contact in Salesforce

Actions and Triggers

When this happensTriggers

Daftra

New Contact

Triggers when a new Contact is created.

Daftra

New Lead

Triggers when a new Lead is created.

Daftra

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Daftra

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Daftra

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Daftra

Edit Invoice

Edits an Invoice

Daftra

Delete Supplier

Deletes a Supplier

Daftra

Add Invoice Payment

Creates a new Invoice Payment

Daftra

Edit Invoice Payment

Edits an Invoice Payment

Daftra

Delete Estimate

Deletes an Estimate

Daftra

Add Expense

Creates a new Expense

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

AccountingCRM
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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRMSales and CRM
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