
When this happens...
New Contact Created
New List Created
New Tag 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
Edit 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.
Triggers when a new Contact is added to any list.
Triggers when a new list Created.
Trigger when a New Tag 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 SendX integrations.
Creates a new contact in SendX.
Update a contact in SendX.
Creates a contact in SendX.
Unsubscribe a Contact in SendX.
Search Contact By Email in Mailtrap.
Creates a list in SendX.

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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 SendX and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in SendX triggers actions in Daftra (or vice versa).
Absolutely. You can customize how SendX 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 SendX 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 SendX 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.
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
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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