Connect Daftra and Savio to Build Intelligent Automations

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Daftra

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Savio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Runs when a new invoice is created in Daftra

New Product Added

New Product Added

Runs when a new product is added to your Daftra account.

Product Updated

Product Updated

Runs when a product is updated during the scheduled time window, excluding items that were only newly created.

Invoice Updated

Invoice Updated

Runs when an invoice is updated since the last check, excluding newly created invoices.

Request a new Trigger for Daftra

Do thisActions

Action is the task that follows automatically within your Daftra integrations.

Update Invoice

Update Invoice

Updates an existing invoice with new details.

Delete Supplier

Delete Supplier

Deletes a supplier.

Add Invoice Payment

Add Invoice Payment

Creates a new invoice payment.

Create Invoice Payment

Create Invoice Payment

Creates a new payment for an invoice.

Delete Estimate

Delete Estimate

Deletes an estimate.

Add Expense

Add Expense

Creates a new Expense

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Frequently Asked Questions

How do I start an integration between Daftra and Savio?

To start, connect both your Daftra and Savio accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Savio (or vice versa).

Can we customize how data from Daftra is recorded in Savio?

Absolutely. You can customize how Daftra data is recorded in Savio. This includes choosing which data fields go into which fields of Savio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Daftra and Savio?

The data sync between Daftra and Savio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Daftra to Savio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Daftra and Savio?

Yes, you can set conditional logic to control the flow of data between Daftra and Savio. 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.

Daftra

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.

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Savio

About Savio

Savio is a powerful tool designed to streamline customer feedback management, helping businesses gather, organize, and prioritize feedback to enhance product development and customer satisfaction.

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