
When this happens...
New Message Sent to Page

Automatically do this!
Edit Invoice
Delete Supplier
Add Invoice Payment
Edit Invoice Payment
Delete Estimate
Add Expense
Delete an Invoice
Delete Invoice Payment
Edit Product
Add Supplier
Delete Client
Edit Expense
Edit Estimate
Delete Expense
Add Client
Edit Supplier
Add product
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new message is received from a user on Facebook Messenger sent from page.
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
Triggers when a new product is added to your Daftra account.
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Fetches invoices modified since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Facebook Messenger integrations.
Sends a message to a user from a page.
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.
The Persistent Menu allows you to create and send a menu of the main features of your business.
Set Sender Actions, display your actions in a conversation to let message recipients know that you have seen and are processing their message.

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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 Facebook Messenger and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Messenger triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Facebook Messenger 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.
The data sync between Facebook Messenger and Daftra 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 Facebook Messenger 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.
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
Learn MoreDaftra 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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