Connect Daftra to Fergus

Both apps 77Daftra 46Fergus 31

• 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 Calendar Event

  Creates a new calendar event/booking.

• Action
  Add Contact

  Creates a new contact.

• Action
  Add Note

  Creates a new note against a record.

• Action
  Add Quote

  Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.

• Action
  Add Task

  Creates a new task in Fergus, optionally linked to a job and assigned to employees.

• Action
  Archive Site

  Archives a site in Fergus. The site can later be restored.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Job

  Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.

• Action
  Create Site

  Creates a new site.

• Action
  Delete Customer

  Deletes a Fergus customer by ID.

• Action
  Edit Draft Job

  Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.

• Action
  Finalize Draft Job

  Finalises a draft job in Fergus, turning it into an active job.

• Action
  Find All Quotes

  Returns up to 100 quotes from across all jobs that match the specified status and date criteria.

• Action
  Find Customer

  Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.

• Action
  Find Site

  Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).

• Action
  Get Calendar Event

  Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.

• Action
  Get Contact

  Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.

• Action
  Get Customer by ID

  Returns a Fergus customer by its ID.

• Action
  Get Customer Invoice

  Retrieves a customer invoice by ID.

• Action
  Get Job by ID

  Retrieves a specific job using its unique ID.

• Action
  Get Quotes for Job

  Returns all quotes for a Fergus job, optionally filtered by status.

• Action
  Get Site by ID

  Retrieves a specific site using its unique ID.

• Action
  List Contacts

  Lists contacts, with optional filtering.

• Action
  List Customer Invoices

  Lists customer invoices, with optional filtering.

• Action
  List Notes

  Returns the notes (with their replies) attached to a Fergus record.

• Action
  List Tasks

  Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.

• Action
  Update Contact

  Updates an existing customer contact or site contact in Fergus.

• Action
  Update Customer

  Updates an existing customer's details.

• Action
  Update Quote

  Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.

• Action
  Update Site

  Updates an existing site's details.

• Action
  Update Task

  Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.

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