
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
Triggers when a new product is added to your Daftra account.
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Fetches invoices modified since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Daftra integrations.
Edits an Invoice
Deletes a Supplier
Creates a new Invoice Payment
Edits an Invoice Payment
Deletes an Estimate
Creates a new Expense

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Daftra and TextCortex AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in TextCortex AI (or vice versa).
Absolutely. You can customize how Daftra data is recorded in TextCortex AI. This includes choosing which data fields go into which fields of TextCortex AI, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and TextCortex AI 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 TextCortex AI. 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 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 MoreTextCortex AI is a cutting-edge platform that leverages artificial intelligence to assist users in generating high-quality written content. Whether you're crafting blog posts, marketing copy, or creative writing, TextCortex AI provides tools to enhance your writing process, ensuring clarity, engagement, and originality.
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