Connect awork and Daftra

Both apps 76awork 29Daftra 47

• Trigger
  New Client

  Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Client

  Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.

• Trigger
  Updated Project

  Fires when a project is updated in the awork workspace.

• Trigger
  Updated Task

  Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a client (company) in awork and returns the created company.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a task in an awork project.

• Action
  Create Time Entry

  Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.

• Action
  Delete Client

  Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.

• Action
  Delete Project

  Deletes an awork project and its tasks, optionally deleting its time entries too.

• Action
  Delete Project Task

  Deletes an awork task by id.

• Action
  Delete Time Entry

  Deletes a time entry in awork.

• Action
  Find Project Tasks by criteria

  Returns up to 100 tasks of a project that match the specified filter criteria.

• Action
  Find Time Entries by criteria

  Returns up to 100 time entries in the workspace that match the specified filter criteria.

• Action
  Get Client by ID

  Finds a client by id

• Action
  Get Project by ID

  Finds a project by id

• Action
  Get Task by ID

  Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.

• Action
  Get Time Entry

  Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.

• Action
  Search Clients

  Returns up to 100 clients (companies) whose name contains the specified text.

• Action
  Search Projects

  Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.

• Action
  Search Users by Email

  Returns the awork users whose contact information includes the specified email address.

• Action
  Update Client

  Updates an existing client (company) by ID. Fields left blank keep their current values.

• Action
  Update Project

  Updates fields (name, status, workflow, etc) on an existing awork project.

• Action
  Update Project Task

  Updates fields (name, status, assignee, due date, etc) on an existing awork task.

• Action
  Update Time Entry

  Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.