Create integrations between ShareFile and Daftra
Edit Invoice in Daftra when New File in ShareFile
Delete Supplier from Daftra when New File in ShareFile
Add Invoice Payment to Daftra when New File in ShareFile
Edit Invoice Payment in Daftra when New File in ShareFile
Delete Estimate from Daftra when New File in ShareFile
Add Expense to Daftra when New File in ShareFile
Delete an Invoice in Daftra when New File in ShareFile
Delete Invoice Payment from Daftra when New File in ShareFile
Edit Product in Daftra when New File in ShareFile
Add Supplier to Daftra when New File in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Frequently Asked Questions
About ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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.
Learn More
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