Keep Billingo and Daftra aligned: when finance events happen in one, update the other automatically.
Example: when Billingo's "Watch Bank Accounts" fires, WEXTL can "Create a Client" in Daftra. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); Daftra has 78 actions (including Create a Client, Create a Client Appointment, and Create a Client Payment).
Common questions about connecting Billingo and Daftra.