Connect Daftra and spotler crm to Build Intelligent Automations

Choose a Trigger

Daftra

When this happens...

Choose an Action

spotler crm

Automatically do this!

Enable Integrations or automations with these events of Daftra and spotler crm

Enable Integrations or automations with these events of Daftra and spotler crm

Triggers

New Invoice Created

New Invoice Created

Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.

New Product Added

New Product Added

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

Product Updated

Product Updated

Return products that were modified during the scheduled time window, excluding items that were only newly created.

Invoice Updated

Invoice Updated

Fetches invoices modified since the last check, excluding newly created invoices.

Request a new Trigger for Daftra

Actions

Edit Invoice

Edit Invoice

Edits an Invoice

Delete Supplier

Delete Supplier

Deletes a Supplier

Add Invoice Payment

Add Invoice Payment

Creates a new Invoice Payment

Edit Invoice Payment

Edit Invoice Payment

Edits an Invoice Payment

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 spotler crm?

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

Can we customize how data from Daftra is recorded in spotler crm?

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

How often does the data sync between Daftra and spotler crm?

The data sync between Daftra and spotler crm 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 spotler crm?

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 spotler crm?

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

About spotler crm

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

Learn More