Connect pdf4me and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for pdf4me
Choose an Action
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
Enable Integrations or automations with these events of pdf4me and Daftra
Enable Integrations or automations with these events of pdf4me and Daftra
Actions
Create Barcode
Create compliant Barcodes or QR codes using the Create Barcode action.
Rotate All PDF Pages
Rotate all the pages of a PDF document.
Compress PDF
Reduce the file size of a PDF document.
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
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Frequently Asked Questions
To start, connect both your pdf4me and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Daftra (or vice versa).
Absolutely. You can customize how pdf4me 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 pdf4me 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 pdf4me 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.
About pdf4me
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
Learn MoreAbout 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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