Connect Daftra and The Customer Factor 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 The Customer Factor
Enable Integrations or automations with these events of Daftra and The Customer Factor
Enable Integrations or automations with these events of Daftra and The Customer Factor
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
Know More About Daftra and The Customer Factor Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Daftra and The Customer Factor accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in The Customer Factor (or vice versa).
Absolutely. You can customize how Daftra data is recorded in The Customer Factor. This includes choosing which data fields go into which fields of The Customer Factor, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and The Customer Factor 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 The Customer Factor. 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 The Customer Factor
The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.