
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
Triggers when a new product is added to your Daftra account.
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Fetches invoices modified since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Sigma Computing integrations.
Retrieve all Sigma account types with their IDs, names, and descriptions.
Creates a new team in Sigma Computing. Optionally add a description, invite members, create a team folder, and set visibility (public or private).
Create a new workbook and save it in the selected folder with an optional owner and description.
Retrieve all datasets available in your Sigma Computing account.
Retrieve all configured data connections (id, name, and type).
Create a new workspace, folder, or workbook in your Sigma account.

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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.
To start, connect both your Sigma Computing and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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.
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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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