Create integrations between Daftra and Sangam CRM
Edit Invoice in Daftra when New Lead in Sangam-crm
Delete Supplier from Daftra when New Lead in Sangam-crm
Add Invoice Payment to Daftra when New Lead in Sangam-crm
Edit Invoice Payment in Daftra when New Lead in Sangam-crm
Delete Estimate from Daftra when New Lead in Sangam-crm
Add Expense to Daftra when New Lead in Sangam-crm
Delete an Invoice in Daftra when New Lead in Sangam-crm
Delete Invoice Payment from Daftra when New Lead in Sangam-crm
Edit Product in Daftra when New Lead in Sangam-crm
Add Supplier to Daftra when New Lead in Sangam-crm
Actions and Triggers
When this happensTriggers
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
Do thisActions
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
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 Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
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