Connect LUQA CRM and Daftra to Build Intelligent Automations

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LUQA CRM

When this happens...

Choose an Action

Daftra

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Ready to use LUQA CRM and Daftra automations

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.

Request a new Trigger for LUQA CRM

Do thisActions

Action is the task that follows automatically within your LUQA CRM integrations.

Create New Lead

Create New Lead

Create a lead with contact details, priority, owner, and optional address, tax numbers, or comments.

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 LUQA CRM and Daftra?

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

Can we customize how data from LUQA CRM is recorded in Daftra?

Absolutely. You can customize how LUQA CRM 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 LUQA CRM and Daftra?

The data sync between LUQA CRM 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 LUQA CRM 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 LUQA CRM and Daftra?

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

LUQA CRM

About LUQA CRM

Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.

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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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