Connect Daftra to EyeLevel.ai

Both apps 72Daftra 46EyeLevel.ai 26

• 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 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.

• Action
  Add bucket

  Create a new bucket to hold documents.

• Action
  Add bucket to group

  Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.

• Action
  Add document

  Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.

• Action
  Add group

  Create a new group (collection of buckets).

• Action
  Add remote document

  Ingest a document hosted at a public URL into a GroundX bucket.

• Action
  Crawl website

  Crawl a website and ingest its pages as documents into a bucket.

• Action
  Delete bucket

  Delete a bucket.

• Action
  Delete document

  Deletes a single document from GroundX.

• Action
  Delete group

  Deletes a group in GroundX by its group ID.

• Action
  Find content by query

  Semantic search over ingested content chunks within a bucket/group for relevant passages.

• Action
  Find documents by ID

  Returns up to 20 documents associated with the specified process, bucket, or group ID.

• Action
  Find documents by query

  Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.

• Action
  Get bucket

  Retrieve a single bucket by ID.

• Action
  Get customer

  Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.

• Action
  Get customer usage

  Get the total searches or file tokens used by the account over a time period.

• Action
  Get document

  Look up an existing GroundX document by its ID.

• Action
  Get document extract

  Look up the information GroundX extract has pulled from an existing document.

• Action
  Get document processing status

  Get the ingestion/processing status of a document by process ID.

• Action
  Get document X-Ray

  Retrieve the X-Ray (deep semantic parse) result for a document.

• Action
  Get group

  Retrieve a single group by ID.

• Action
  List buckets

  Lists the content buckets in your GroundX account.

• Action
  List groups

  List all groups in your GroundX account (up to 100 per call).

• Action
  Remove bucket from group

  Removes a bucket from a group without affecting the bucket's other group associations.

• Action
  Update bucket

  Rename an existing content bucket.

• Action
  Update document

  Update a document's metadata (e.g. searchData, fileName).

• Action
  Update group

  Rename an existing group.

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