Connect DragApp and Daftra to Build Intelligent Automations

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DragApp

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Daftra

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Ready to use DragApp and Daftra automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

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.

Request a new Trigger for DragApp

Do thisActions

Action is the task that follows automatically within your DragApp integrations.

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

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.

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Frequently Asked Questions

How do I start an integration between DragApp and Daftra?

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

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

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

How often does the data sync between DragApp and Daftra?

The data sync between DragApp and Daftra 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 DragApp to Daftra?

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 DragApp and Daftra?

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

DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

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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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