Connect Daftra and DoiT

Both apps 81Daftra 47DoiT 34

• 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.

• Trigger
  Budget Threshold Surpassed

  Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period.

• Trigger
  New Alert Notification

  Triggers when a DoiT cost alert sends a notification (its last-alerted time advances).

• Trigger
  New Cloud Incident

  Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure.

• Trigger
  New Cost Anomaly

  Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity.

• Trigger
  New Invoice

  Triggered when a new invoice is created in your DoiT organization.

• Trigger
  New Service

  Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform.

• Trigger
  New Service (For Doers)

  Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform.

• Action
  Add alert

  Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set.

• Action
  Add allocation

  Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules.

• Action
  Add annotation

  Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels.

• Action
  Add budget

  Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount.

• Action
  Add comment

  Adds a comment to an existing DoiT support request and returns the new comment.

• Action
  Add label

  Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects.

• Action
  Add support ticket

  Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console.

• Action
  Delete alert

  Deletes an alert from your DoiT account.

• Action
  Get alert

  Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration.

• Action
  Get anomaly

  Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status.

• Action
  Get budget

  Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found.

• Action
  Get invoice

  Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED.

• Action
  List alerts

  Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted.

• Action
  List allocations

  Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder.

• Action
  List annotations

  Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels.

• Action
  List anomalies

  Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity.

• Action
  List assets

  Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression.

• Action
  List budgets

  Returns the budgets your DoiT account can access, each with its amount, utilization and risk status.

• Action
  List CloudFlows

  Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status.

• Action
  List invoices

  Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time.

• Action
  List labels

  Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted.

• Action
  List reports

  Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time.

• Action
  Query Cloud Analytics

  Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report.

• Action
  Run CloudFlow

  Starts a run of a published CloudFlow and returns the new run, which begins in pending status.

• Action
  Run Report

  Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels.

• Action
  Update alert

  Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed.

• Action
  Update budget

  Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept.

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