
When this happens...

Automatically do this!
Create Record
Enable Integrations or automations with these events of Daftra and Workiom
Edits an Invoice
Deletes a Supplier
Creates a new Invoice Payment
Edits an Invoice Payment
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.
To start, connect both your Daftra and Workiom accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Workiom (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Workiom. This includes choosing which data fields go into which fields of Workiom, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Workiom 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 Workiom. 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 MoreWorkiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
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