Connect Daftra and YourGPT to Build Intelligent Automations

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Daftra

When this happens...

Choose an Action

YourGPT

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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.

Message Received

Message Received

Triggers when a new message is received in your YourGPT chatbot session.

User Message Sent

User Message Sent

Triggers when a user sends a message to the YourGPT chatbot in an active session.

Request a new Trigger for Daftra

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 YourGPT?

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

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

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

How often does the data sync between Daftra and YourGPT?

The data sync between Daftra and YourGPT 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 YourGPT?

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 YourGPT?

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

About YourGPT

YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.

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