Connect Daftra and Webtiger to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Daftra
Choose an Action
Automatically do this!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate is created
New Invoice
Triggers when a new invoice is cretaed
New Proposal
Triggers when a new proposal is created
Do thisActions
Action is the task that follows automatically within your Daftra integrations.
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
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Frequently Asked Questions
To start, connect both your Daftra and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Webtiger 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 Webtiger. 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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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