Connect Algolia and Daftra

Both apps 76Algolia 29Daftra 47

• Trigger
  Browse Records

  Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.

• Action
  Add or Replace Record

  Adds a record to an Algolia index, or replaces the existing record with the same object ID.

• Action
  Batch Indexing

  Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.

• Action
  Batch Multiple Indices

  Adds, updates, or deletes records across multiple Algolia indices in a single request.

• Action
  Batch Save Query Rules

  Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.

• Action
  Batch Save Synonyms

  Creates or replaces a batch of synonyms on an Algolia index.

• Action
  Check Task Status

  Returns whether an Algolia indexing task on an index has finished (published) or is still pending.

• Action
  Clear All Synonyms

  Deletes all synonyms from an Algolia index.

• Action
  Clear Index (Delete All Records)

  Deletes every record from an Algolia index while keeping its settings, synonyms and rules.

• Action
  Copy or Move Index

  Copies or moves (renames) an Algolia index to a destination index within the same application.

• Action
  Delete Index

  Deletes an Algolia index together with all its records and settings.

• Action
  Delete Query Rule

  Deletes a query rule from an Algolia index by its ID.

• Action
  Delete Record

  Deletes a single record from an Algolia index by its object ID.

• Action
  Delete Records by Query

  Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.

• Action
  Delete Synonym

  Deletes a synonym from an Algolia index by its ID.

• Action
  Find Query Rule

  Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.

• Action
  Find Record

  Returns one record from an Algolia index by its object ID.

• Action
  Find Synonym

  Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.

• Action
  Get Index Settings

  Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.

• Action
  Get Records (Batch)

  Retrieves one or more records by object ID, potentially from different indices, in a single call.

• Action
  List Indices

  Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.

• Action
  Partial Update Record

  Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.

• Action
  Save Record (Auto Object ID)

  Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.

• Action
  Save Synonym

  Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.

• Action
  Search for Facet Values

  Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.

• Action
  Search Index

  Searches one Algolia index and returns the matching records (hits) with result counts.

• Action
  Search Multiple Indices

  Runs several search queries against one or more indices in a single request and returns each query's results in the same order.

• Action
  Search Synonyms

  Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.

• Action
  Update Index Settings

  Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.

• Trigger
  Client Created

  Triggers when a new client is added to your Daftra account.

• Trigger
  Client Updated

  Triggers when a client is added or updated in Daftra.

• Trigger
  Estimate Updated

  Triggers when an estimate (quote) is created or updated in Daftra.

• Trigger
  Invoice Created

  Triggers when a new invoice (or debit note) is created in Daftra.

• Trigger
  Invoice Updated

  Triggers when an invoice or debit note is created or updated in Daftra.

• Trigger
  Journal Created

  Triggers when a new journal entry is created in Daftra.

• Trigger
  Journal Updated

  Triggers when a journal entry is created or updated in Daftra.

• Trigger
  Product Created

  Triggers when a new product is added in Daftra.

• Trigger
  Product Updated

  Triggers when a product is added or updated in Daftra.

• Action
  Add Client

  Creates a new client in Daftra and returns its id and client number.

• Action
  Add credit note

  Creates a credit note for a client in Daftra, optionally against a source invoice, with line items.

• Action
  Add Estimate

  Creates a new estimate (quote) for a client in Daftra, with optional line items.

• Action
  Add Expense

  Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.

• Action
  Add Invoice

  Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.

• Action
  Add Invoice Payment

  Records a payment against an existing Daftra invoice and returns the new payment's id.

• Action
  Add Journal

  Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.

• Action
  Add Product

  Creates a new product, service or bundle in Daftra and returns its id.

• Action
  Add Refund Receipt

  Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.

• Action
  Add Supplier

  Creates a new supplier in Daftra and returns its id.

• Action
  Delete Client

  Deletes a client from Daftra. The client must have no invoices, payments or other related records.

• Action
  Delete credit note

  Deletes a credit note in Daftra by its ID.

• Action
  Delete Estimate

  Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.

• Action
  Delete Expense

  Deletes an expense in Daftra, along with its related accounting journal and attachments.

• Action
  Delete Invoice

  Deletes a sales invoice in Daftra by its ID.

• Action
  Delete Invoice Payment

  Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.

• Action
  Delete Product

  Deletes a product, service or bundle in Daftra by its ID.

• Action
  Delete Refund Receipt

  Deletes a refund receipt in Daftra by its ID.

• Action
  Delete Supplier

  Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.

• Action
  Edit Client

  Updates an existing client in Daftra. Only the fields you fill in are changed.

• Action
  Edit Estimate

  Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.

• Action
  Edit Expense

  Updates an existing expense in Daftra. Only the fields you fill in are changed.

• Action
  Edit Invoice

  Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.

• Action
  Edit Invoice Payment

  Updates an existing invoice payment in Daftra. Only the fields you fill in are changed.

• Action
  Edit Journal

  Updates an existing journal entry in Daftra, replacing its debit and credit lines.

• Action
  Edit Product

  Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.

• Action
  Edit Refund Receipt

  Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items.

• Action
  Edit Supplier

  Updates an existing supplier's business name, contact details, addresses and other details.

• Action
  Get client

  Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values.

• Action
  Get Expense

  Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.

• Action
  Get invoice

  Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.

• Action
  Get Purchase Order

  Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.

• Action
  Get Refund Receipt

  Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.

• Action
  List clients

  Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.

• Action
  List estimates

  Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.

• Action
  List invoices

  Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.

• Action
  List products

  Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code.

• Action
  Update credit note

  Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items.

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