Connect Daftra and Ezekia

Both apps 126Daftra 47Ezekia 79

• 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
  Assignment Converted to List

  Triggers when an assignment is converted to a list in Ezekia, returning the new list.

• Trigger
  Assignment Converted to Opportunity

  Triggers when a project appears as an opportunity in Ezekia, such as an assignment converted to an opportunity (newest updated first).

• Trigger
  Candidate Added to Assignment

  Triggers when a person is added as a candidate to the selected Ezekia assignment.

• Trigger
  Company Off-Limits Created

  Triggers when a new off-limits agreement is created for a company.

• Trigger
  Company Off-Limits Updated

  Triggers when a company off-limits agreement is updated in Ezekia.

• Trigger
  Company Status Changed

  Triggers when a company's status changes in Ezekia, returning the company record with its new status.

• Trigger
  Company Updated

  Triggers when a company in Ezekia is updated.

• Trigger
  Fixed Fee Locked

  Triggers when a fixed fee is locked in Ezekia.

• Trigger
  Fixed Fee Unlocked

  Triggers when a billing fixed fee is unlocked (an edited fixed fee that is no longer locked) in Ezekia.

• Trigger
  Fixed Fee Updated

  Triggers when a fixed fee is created or updated in Ezekia billing.

• Trigger
  Invoice Locked

  Triggers when an invoice in Ezekia is locked. Returns the locked invoice with its amounts, dates, status and project.

• Trigger
  Invoice Status Changed

  Triggers when an invoice's status tag changes in Ezekia.

• Trigger
  Invoice Unlocked

  Triggers when an Ezekia invoice is unlocked (its locked date is cleared and the invoice is modified).

• Trigger
  Invoice Updated

  Triggers when an invoice is created or changed in Ezekia billing, returning the full invoice record.

• Trigger
  List Converted to Opportunity

  Triggers when a list in Ezekia becomes an opportunity, returning the opportunity project record.

• Trigger
  Meeting Updated

  Triggers when a meeting in Ezekia is created or changed, checking the most recently updated meetings.

• Trigger
  New Company Created

  Triggers when a new company is created in Ezekia.

• Trigger
  New Fixed Fee Created

  Triggers when a new fixed fee is created in Ezekia.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in Ezekia.

• Trigger
  New Meeting Created

  Triggers when a new meeting is created in Ezekia.

• Trigger
  New Person Created

  Triggers when a new person is created in Ezekia.

• Trigger
  New Project Created

  Triggers when a new assignment, opportunity or list is created in Ezekia.

• Trigger
  New Revenue Created

  Triggers when a new revenue is added to a project's billing in Ezekia.

• Trigger
  New Task Created

  Triggers when a new task is created in Ezekia, returning the task with its owner, due date, tags and linked records.

• Trigger
  Opportunity Converted to Assignment

  Triggers when a project becomes an assignment in Ezekia, such as an opportunity converted to an assignment.

• Trigger
  Opportunity Converted to List

  Triggers when a list appears in Ezekia, such as when an opportunity is converted to a list.

• Trigger
  Person Added to List

  Triggers when a person is added to an Ezekia list.

• Trigger
  Person Off-Limits Created

  Triggers when a new off-limits agreement is created for a person in Ezekia.

• Trigger
  Person Off-Limits Updated

  Triggers when an off-limits agreement on a person is created or updated in Ezekia.

• Trigger
  Person Updated

  Triggers when a person record in Ezekia is created or updated.

• Trigger
  Project Deleted

  Triggers when a project (assignment, opportunity or list) is deleted or archived in Ezekia. Projects removed permanently can't be detected; only archived ones are returned.

• Trigger
  Project Status Changed

  Triggers when a project in Ezekia is updated, such as when its status changes.

• Trigger
  Project Updated

  Triggers when a project (assignment, opportunity or list) in Ezekia is updated.

• Trigger
  Revenue Locked

  Triggers when a revenue item in Ezekia billing is locked.

• Trigger
  Revenue Status Changed

  Triggers when a revenue's billing status tag changes (or a new revenue appears) in Ezekia.

• Trigger
  Revenue Unlocked

  Triggers when a locked revenue item in Ezekia billing is unlocked.

• Trigger
  Revenue Updated

  Triggers when a revenue item in Ezekia is created or updated.

• Trigger
  Task Updated

  Triggers when a task is created or updated in Ezekia, returning the task with its title, owner, due date, tags and linked records.

• Action
  Add Billing Contact

  Adds a person as the billing contact on an Ezekia project and returns that person's record.

• Action
  Add Completion to Opportunity

  Sets the completion percentage on an Ezekia opportunity.

• Action
  Add Person to List

  Adds a person to an Ezekia list.

• Action
  Create Company

  Creates a company in Ezekia.

• Action
  Create Fixed Fee

  Creates a fixed fee on a project's billing in Ezekia.

• Action
  Create Invoice

  Creates an invoice in the billing section of an Ezekia project.

• Action
  Create Meeting

  Creates a meeting in Ezekia, optionally linked to assignments, opportunities, people or companies.

• Action
  Create Person

  Creates a person in Ezekia.

• Action
  Create Revenue

  Creates a revenue entry in the billing of an Ezekia project, with its amount, date, status tag and probability.

• Action
  Find Company by ID

  Returns one Ezekia company by its ID.

• Action
  Find Company by Name

  Finds Ezekia companies whose name matches the text.

• Action
  Find Company Off-Limits

  Returns the off-limits agreement currently applied to a company, if any.

• Action
  Find Opportunity by Project Id

  Returns the Ezekia opportunity (project) with the given project ID, including its title, owner, dates and relationships.

• Action
  Find Person by Email Address

  Finds Ezekia people by one of their email addresses.

• Action
  Find Person by ID

  Returns one Ezekia person record by its ID.

• Action
  Find Person by Phone

  Finds Ezekia people by phone number.

• Action
  Find Project Billing by ID

  Returns the billing information for a project, including its billing contacts, revenues, invoices and fixed fees.

• Action
  Find Project by ID

  Returns one Ezekia project (assignment, opportunity or list) by its ID.

• Action
  Find Project by Name

  Finds Ezekia assignments or opportunities whose name matches the text.

• Action
  Find Project Candidates by ID

  Returns the candidates on an Ezekia project with their pipeline tags.

• Action
  Lock Fixed Fee

  Locks a fixed fee on a project's billing so it can no longer be edited, and returns the locked fixed fee.

• Action
  Lock Invoice

  Locks an invoice in Ezekia, assigning its invoice number, due date and template and generating the invoice document.

• Action
  Lock Revenue

  Locks a revenue item on a project's billing in Ezekia so it can no longer be edited, and returns the locked revenue.

• Action
  Remove Billing Contact

  Removes a person from a project's billing contacts in Ezekia.

• Action
  Remove Company Off Limits

  Removes an off-limits agreement from a company, so the company is no longer off limits.

• Action
  Remove Education From Person

  Removes an education entry from an Ezekia person.

• Action
  Remove Person From List

  Removes a person from an Ezekia list.

• Action
  Remove Person Off Limits

  Removes an off-limits agreement from a person in Ezekia, so the person is no longer marked off limits.

• Action
  Remove Position From Person

  Removes a position from an Ezekia person.

• Action
  Unlock Fixed Fee

  Unlocks a locked fixed fee on a project's billing so it can be edited again.

• Action
  Unlock Invoice

  Unlocks a locked invoice in Ezekia so it can be edited again, and returns the updated invoice.

• Action
  Unlock Revenue

  Unlocks a locked revenue item in Ezekia so it can be edited again.

• Action
  Update Company

  Updates a company in Ezekia.

• Action
  Update Company Off Limits

  Updates an existing company off-limits agreement in Ezekia, changing its company search term, match type, end date or description.

• Action
  Update Fixed Fee

  Updates an existing fixed fee on a project's billing, such as its amount, status tag, recipient, due date or note.

• Action
  Update Invoice

  Updates an existing invoice on a project's billing, replacing its line items, total, dates, status tag and splits.

• Action
  Update Meeting

  Updates an existing Ezekia meeting's title, time, attendees, status tags and other details, and returns the updated meeting.

• Action
  Update Person

  Updates a person in Ezekia.

• Action
  Update Person Off Limits

  Updates an existing off-limits agreement for a person, changing its end date or description.

• Action
  Update Project

  Updates an assignment, opportunity or list in Ezekia.

• Action
  Update Task

  Updates an existing Ezekia task's title, due date, owners, status tags, assignees, note, recurrence and linked records.

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