Connect Eledo and Daftra to Build Intelligent Automations

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Eledo

When this happens...

Choose an Action

Daftra

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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.

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Do thisActions

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

Create PDF From Template

Create PDF From Template

Create a PDF from a template and return a download link. Optionally make the file available for a one-time download.

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).

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Frequently Asked Questions

How do I start an integration between Eledo and Daftra?

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

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

Absolutely. You can customize how Eledo 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 Eledo and Daftra?

The data sync between Eledo 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 Eledo 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 Eledo and Daftra?

Yes, you can set conditional logic to control the flow of data between Eledo 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.

Eledo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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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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