--- title: "Connect Calendly and Daftra - APIANT.ai" description: "When \"New scheduled event (polling)\" fires in Calendly, your agent runs \"Add Invoice\" in Daftra." canonical: "https://apiant.ai/connect/calendly-to-daftra" --- # Connect Calendly and Daftra When **New scheduled event (polling)** fires in [Calendly](https://apiant.ai/connections/calendly), your agent runs **Add Invoice** in [Daftra](https://apiant.ai/connections/daftra), or **Client Created** in Daftra to **Update event type availability schedule** in Calendly. Describe the whole flow and it is built, tested on every scenario and kept running. Calendly **2** triggers Calendly **18** actions Daftra **9** triggers Daftra **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Calendly and Daftra to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Calendly and Daftra can do together ### From Calendly to Daftra - When **New scheduled event (polling)** in Calendly then **Add Invoice** in Daftra - When **Canceled scheduled event (polling)** in Calendly then **Add Invoice Payment** in Daftra ### From Daftra to Calendly - When **Client Created** in Daftra then **Update event type availability schedule** in Calendly - When **Client Updated** in Daftra then **Get current user** in Calendly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Calendly and Daftra ## Triggers and actions 11 triggers · 56 actions - Trigger **Canceled scheduled event (polling)** Triggers when a scheduled event is canceled. - Trigger **New scheduled event (polling)** Triggers when a new scheduled event is created. - Action **Cancel scheduled event** Cancels a scheduled event with a specified reason for the cancellation. - Action **Create single-use scheduling link** Creates a single-use booking link that allows one person to schedule an event. - Action **Get current user** Returns the authenticated user's profile including name, email, timezone, and scheduling URL. - Action **Get event type** Returns details for the specified event type. - Action **Get invitee** Returns details about a specific invitee for a scheduled event. - Action **Get invitee next scheduled event** Gets the next scheduled event for the invitee specified by their email. - Action **Get scheduled event** Returns details about a specific scheduled event. - Action **Get user availability schedule** Returns details for the specified user availability schedule. - Action **List event invitees** Returns the list of invitees for a scheduled event, optionally filtered by status. - Action **List event type availability schedules** Returns the event type's availability schedules. - Action **List event types** Returns your calendar's event type templates, optionally filtered by scope and active status. - Action **List organization memberships** Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. - Action **List scheduled events** Returns scheduled events, filterable by scope, status, date range, and invitee email. - Action **List user availability schedules** Returns the user's availability schedules. - Action **List webhook subscriptions** Returns all webhook subscriptions for your organization. - Action **Mark invitee as no-show** Records that an invitee did not attend their scheduled event. - Action **Undo invitee no-show** Removes a no-show marking from an invitee. - Action **Update event type availability schedule** Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host. - 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. ## Each app on its own - [ **Calendly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connections/calendly) - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) Reviews ## What our customers say ## More from Calendly - [ **Calendly to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/calendly-to-notion) - [ **Calendly to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **Calendly to CORE** Access the world's Open Access research papers](https://apiant.ai/connect/calendly-to-core) - [ **Calendly to Fera** Fera is a customer reviews app that allows you to automate review requests, display reviews on your site and...](https://apiant.ai/connect/calendly-to-fera) - [ **Calendly to Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connect/calendly-to-fidel-api) - [ **Calendly to Webscraper Io** Cloud web scraping platform with a REST API for extracting data from websites, including JS-rendered pages...](https://apiant.ai/connect/calendly-to-webscraper-io) ## More into Daftra - [ **ActiveCampaign to Daftra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Airtable to Daftra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-daftra) - [ **Asana to Daftra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-daftra) - [ **ClickUp to Daftra** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-daftra) - [ **Brevo to Daftra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-daftra) - [ **Capsule CRM to Daftra** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-daftra) Questions ## Calendly and Daftra, answered ### ### What can start an automation from Calendly? Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daftra when something happens in Calendly? Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daftra to Calendly? Yes. When something happens in Daftra, your agent can act in Calendly too. This page covers both directions: Daftra's triggers and Calendly's actions are listed here as well. ### ### Do I have to build a connector for Calendly or Daftra? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Calendly and Daftra without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.