Connect Daftra and Google Drive

Both apps 95Daftra 47Google Drive 48

• 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
  Comment Added (Docs/Sheets/Slides)

  Triggers when a new comment is added to Google Docs, Sheets, or Slides.

• Trigger
  File Created

  Triggers when a new file is created in Google Drive.

• Trigger
  File Deleted or Trashed

  Triggers when a file is moved to trash or permanently deleted in Drive.

• Trigger
  File Shared (Permissions Added)

  Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

• Trigger
  File Updated

  Triggers when a file's metadata or content changes in Google Drive.

• Trigger
  Google Drive Changes

  Triggers when changes are detected in a Google Drive.

• Trigger
  New File Matching Query

  Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.

• Action
  Add File Sharing Preference

  Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

• Action
  Copy File

  Duplicates an existing file in google drive, identified by its `file id`.

• Action
  Create Comment

  Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.

• Action
  Create File

  Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).

• Action
  Create File From Text

  Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.

• Action
  Create Folder

  Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.

• Action
  Create Reply

  Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.

• Action
  Create Shortcut To File

  Tool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.

• Action
  Delete Comment

  Deletes a comment from a file. use when you need to remove a specific comment from a google drive file.

• Action
  Delete Permission

  Deletes a permission from a file by permission id. use when you need to revoke access for a specific user or group from a file.

• Action
  Delete Reply

  Tool to delete a specific reply by reply id. use when you need to remove a reply from a comment on a file.

• Action
  Download File

  Downloads a file from google drive by its id. for google workspace documents (docs, sheets, slides), optionally exports to a specified `mime type`. for other file types, downloads in their native format regardless of mime type.

• Action
  Edit File

  Updates an existing google drive file by overwriting its entire content with new text (max 10mb).

• Action
  Empty Trash

  Tool to permanently delete all of the user's trashed files. use when you want to empty the trash in google drive.

• Action
  Find File

  Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.

• Action
  Find Folder

  Tool to find a folder in google drive by its name and optionally a parent folder. use when you need to locate a specific folder to perform further actions like creating files in it or listing its contents.

• Action
  Generate Ids

  Generates a set of file ids which can be provided in create or copy requests. use when you need to pre-allocate ids for new files or copies.

• Action
  Get About

  Tool to retrieve information about the user, the user's drive, and system capabilities. use when you need to check storage quotas, user details, or supported import/export formats.

• Action
  Get Changes Start Page Token

  Tool to get the starting pagetoken for listing future changes in google drive. use this when you need to track changes to files and folders.

• Action
  Get Comment

  Tool to get a comment by id. use when you need to retrieve a specific comment from a google drive file and have both the file id and comment id.

• Action
  Get File Metadata

  Tool to get a file's metadata by id. use when you need to retrieve the metadata for a specific file in google drive.

• Action
  Get Permission

  Gets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.

• Action
  Get Reply

  Tool to get a specific reply to a comment on a file. use when you need to retrieve the details of a particular reply.

• Action
  Get Revision

  Tool to get a specific revision's metadata by revision id. use when you need to retrieve information about a particular version of a file.

• Action
  Google Drive Delete Folder Or File Action

  Tool to delete a file or folder in google drive. use when you need to permanently remove a specific file or folder using its id. note: this action is irreversible.

• Action
  List Changes

  Tool to list the changes for a user or shared drive. use when you need to track modifications to files and folders, such as creations, deletions, or permission changes. this action requires a `pagetoken` which can be initially obtained using the `get changes start page token` action or from a previous `list changes` response.

• Action
  List Comments

  Tool to list all comments for a file in google drive. use when you need to retrieve comments associated with a specific file.

• Action
  List File Labels

  Tool to list the labels on a file. use when you need to retrieve all labels associated with a specific file in google drive.

• Action
  List Files

  Tool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.

• Action
  List Permissions

  Tool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.

• Action
  List Replies To Comment

  Tool to list replies to a comment in google drive. use this when you need to retrieve all replies associated with a specific comment on a file.

• Action
  List Revisions

  Tool to list a file's revisions. use when you need to retrieve the revision history of a specific file in google drive.

• Action
  List Shared Drives

  Tool to list the user's shared drives. use when you need to get a list of all shared drives accessible to the authenticated user.

• Action
  Move File

  Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).

• Action
  Stop Watch Channel

  Tool to stop watching resources through a specified channel. use this when you want to stop receiving notifications for a previously established watch.

• Action
  Update Comment

  Tool to update an existing comment on a google drive file. use when you need to change the content or status (e.g., resolve) of a comment.

• Action
  Update File Put

  Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only.

• Action
  Update File Revision Metadata

  Updates metadata of a file revision (e.g., keepforever, publish). use this tool to modify the metadata of a specific revision of a file in google drive.

• Action
  Update Permission

  Tool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.

• Action
  Update Reply

  Tool to update a reply to a comment on a google drive file. use when you need to modify the content of an existing reply.

• Action
  Watch Changes

  Tool to subscribe to changes for a user or shared drive in google drive. use when you need to monitor a google drive for modifications and receive notifications at a specified webhook url.

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