Connect Daftra and Userflow to Build Intelligent Automations

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Daftra

When this happens...

Choose an Action

Userflow

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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 Is Updated

Invoice Is Updated

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

User Created

User Created

Triggers when a user is created in Userflow.

Group Created

Group Created

Triggers when a group is created in Userflow.

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.

Record Invoice Payment

Record Invoice Payment

Record a payment for an invoice.

Delete Estimate

Delete Estimate

Deletes an estimate.

Add Expense

Add Expense

Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).

Delete Invoice

Delete Invoice

Deletes an invoice by ID.

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Frequently Asked Questions

How do I start an integration between Daftra and Userflow?

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

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

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

How often does the data sync between Daftra and Userflow?

The data sync between Daftra and Userflow 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 Userflow?

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 Userflow?

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

About Userflow

UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.

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