Connect Sulekha and Daftra to Build Intelligent Automations

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Sulekha

When this happens...

Choose an Action

Daftra

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Leads

New Leads

Triggers when the New Lead is captured.

New Invoice Created

New Invoice Created

Runs when a new invoice is created in Daftra

New Product Added

New Product Added

Runs when a new product is added to your Daftra account.

Product Updated

Product Updated

Runs when a product is updated during the scheduled time window, excluding items that were only newly created.

Invoice Is Updated

Invoice Is Updated

Runs when an invoice is updated since the last check, excluding newly created invoices.

Request a new Trigger for Sulekha

Do thisActions

Action is the task that follows automatically within your Sulekha integrations.

Update Invoice

Update Invoice

Updates an existing invoice with new details.

Delete Supplier

Delete Supplier

Deletes a supplier.

Record Invoice Payment

Record Invoice Payment

Record a payment for an invoice.

Delete Estimate

Delete Estimate

Deletes an estimate.

Add Expense

Add Expense

Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).

Delete Invoice

Delete Invoice

Deletes an invoice by ID.

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Frequently Asked Questions

How do I start an integration between Sulekha and Daftra?

To start, connect both your Sulekha and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Sulekha triggers actions in Daftra (or vice versa).

Can we customize how data from Sulekha is recorded in Daftra?

Absolutely. You can customize how Sulekha 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.

How often does the data sync between Sulekha and Daftra?

The data sync between Sulekha and Daftra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sulekha to Daftra?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sulekha and Daftra?

Yes, you can set conditional logic to control the flow of data between Sulekha 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.

Sulekha

About Sulekha

Sulekha is a comprehensive online platform connecting users with local service providers across various categories, including home services, education, and events. It facilitates easy access to trusted professionals and businesses, enhancing convenience and efficiency for users seeking specific services.

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Daftra

About 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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