Connect roi4presenter and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for roi4presenter
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 roi4presenter and Daftra
Enable Integrations or automations with these events of roi4presenter and Daftra
Triggers
New Invoice Created
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
New Product Added
Triggers when a new product is added to your Daftra account.
Product Updated
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Invoice Updated
Fetches invoices modified since the last check, excluding newly created invoices.
Actions
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your roi4presenter and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in Daftra (or vice versa).
Absolutely. You can customize how roi4presenter 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 roi4presenter 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 roi4presenter 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 roi4presenter
ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.
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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