Connect Daftra and FreeScout

Both apps 75Daftra 47FreeScout 28

• 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
  Conversation Created

  Triggers when a new conversation is created in FreeScout.

• Trigger
  New Customer

  Triggers when a new customer is created in FreeScout.

• Trigger
  New or Updated Conversation

  Triggers when a FreeScout conversation is created or updated.

• Action
  Create Customer

  Creates a FreeScout customer. If a customer with the email already exists, none is created.

• Action
  Create Thread

  Adds a customer reply, agent reply or internal note to a FreeScout conversation.

• Action
  Create Timelog

  Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).

• Action
  Create User

  Creates a regular FreeScout user (no invitation email; no mailbox access by default).

• Action
  Delete Conversation

  Deletes a FreeScout conversation permanently.

• Action
  Delete User

  Deletes a FreeScout user.

• Action
  Get Conversation

  Returns one FreeScout conversation by ID, with its threads and tags.

• Action
  Get Current User

  Returns the FreeScout user who owns the API key (works only with a per-user API key).

• Action
  Get Customer

  Returns one FreeScout customer by ID, with their name, company, emails and phones.

• Action
  Get Report

  Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.

• Action
  Get User

  Returns one FreeScout user by ID.

• Action
  List Conversations

  Returns FreeScout conversations matching the filters you give, newest first.

• Action
  List Conversation Timelogs

  Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).

• Action
  List Customers

  Returns FreeScout customers matching the filters you give, such as email or name.

• Action
  List Mailbox Custom Fields

  Returns the custom fields defined for a FreeScout mailbox.

• Action
  List Mailboxes

  Returns the FreeScout mailboxes, optionally only those a given user can access.

• Action
  List Mailbox Folders

  Returns the folders of a FreeScout mailbox with their conversation counts.

• Action
  List Tags

  Returns FreeScout tags, optionally only the tags on one conversation.

• Action
  List Timelogs

  Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.

• Action
  List Users

  Returns FreeScout users, optionally looked up by email.

• Action
  Update Conversation

  Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.

• Action
  Update Conversation Custom Fields

  Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.

• Action
  Update Conversation Tags

  Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.

• Action
  Update Customer

  Updates a FreeScout customer's name, contact details, company or notes.

• Action
  Update Customer Fields

  Sets one customer field value on a FreeScout customer (Customer Fields module).

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