
When this happens...
New Conversation Starts
New Message Created
New Contact Created

Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new conversation starts
Runs when new message is created
Runs when new contact is created
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Action is the task that follows automatically within your Reamaze integrations.
Create a contact in Reamaze
Send a message in a conversation
Create a new customer conversation.
Updates an existing invoice with new details.
Deletes a supplier.
Record a payment for an invoice.

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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.

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To start, connect both your Reamaze and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Reamaze 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 Reamaze 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 Reamaze 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.
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
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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