Connect Zoho SalesIQ and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho SalesIQ
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
Edit 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 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.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Do thisActions
Action is the task that follows automatically within your Zoho SalesIQ integrations.
Get Chat By ID
Retrieve details of a chat by its ID.
List Chats
Retrieve all the chats of a conversion.
Get Chat Transcript
Retrieve messages from a specific chat by chat ID.
List Visitors
Get a list of visitors and their details from Zoho SalesIQ using a View ID.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
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Frequently Asked Questions
To start, connect both your Zoho SalesIQ and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho SalesIQ triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ
Zoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
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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