Connect Swit and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
Choose an Action
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
Update 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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a new channel in the selected workspace.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Create a project in the selected workspace.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
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Frequently Asked Questions
To start, connect both your Swit and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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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