Connect Daftra and samepage 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 samepage
Enable Integrations or automations with these events of Daftra and samepage
Enable Integrations or automations with these events of Daftra and samepage
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 samepage accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in samepage (or vice versa).
Absolutely. You can customize how Daftra data is recorded in samepage. This includes choosing which data fields go into which fields of samepage, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and samepage 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 samepage. 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 samepage
Samepage is a team collaboration platform that brings people together to get work done in one place. Discuss ideas, share files, assign tasks, and finish projects – all in real time, and all from one app.
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