
When this happens...
Bot 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
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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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new bot is 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.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Wotnot integrations.
Search bots.
Creates a new bot.
Gets the complete flow configuration of a bot.
Creates a knowledge base with domain data source.
Updates an existing invoice with new details.
Deletes a supplier.

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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 Wotnot and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Wotnot triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Wotnot 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 Wotnot 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 Wotnot 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.
It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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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