
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.
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Triggers when a new event is created.
Triggers when changes to an event are saved.
Action is the task that follows automatically within your Daftra integrations.
Updates an existing invoice with new details.
Deletes a supplier.
Creates a new invoice payment.
Creates a new payment for an invoice.
Deletes an estimate.
Creates a new Expense

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Daftra and waiverfile accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in waiverfile (or vice versa).
Absolutely. You can customize how Daftra data is recorded in waiverfile. This includes choosing which data fields go into which fields of waiverfile, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and waiverfile 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 waiverfile. 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 MoreWaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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