Connect Daftra and Google Sheets

Both apps 109Daftra 47Google Sheets 62

• 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
  Aggregate Metric Changed

  Fires when an aggregate metric (sum/avg/count/…) over a column changes.

• Trigger
  Cell Range Values Changed

  Fires when the values in a specific cell range change.

• Trigger
  Conditional Format Rule Changed

  Fires when a conditional-format rule changes.

• Trigger
  Data Validation Rule Changed

  Fires when a data-validation rule changes.

• Trigger
  Developer Metadata Changed

  Fires when developer metadata changes.

• Trigger
  Filtered Range Values Changed

  Fires when the values in a filtered range change.

• Trigger
  New Rows

  Fires when new rows are appended to a Google Sheet.

• Trigger
  New Sheet Added

  Fires when a new sheet (tab) is added to a spreadsheet.

• Trigger
  New Spreadsheet Created

  Fires when a new spreadsheet is created in the account.

• Trigger
  Spreadsheet Metadata Changed

  Fires when spreadsheet metadata changes.

• Trigger
  Spreadsheet Properties Changed

  Fires when spreadsheet properties change.

• Trigger
  Spreadsheet Row Changed

  Fires when a row matching a query changes.

• Trigger
  Spreadsheet Search Match

  Fires when a spreadsheet matching search criteria is found.

• Trigger
  Table Query Result Changed

  Fires when the result of a SQL-style table query changes.

• Trigger
  Table Schema Changed

  Fires when a table's column schema changes.

• Trigger
  Worksheet Names Changed

  Fires when worksheet (tab) names change.

• Action
  Add Row

  Append a row to a Google Sheet

• Action
  Aggregate Column Data

  Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).

• Action
  Auto-Resize Rows or Columns

  Auto-fit row heights or column widths over an index range via autoResizeDimensions.

• Action
  Change Sheet Properties

  Update a worksheet's grid properties (row/column count) using an explicit field mask.

• Action
  Clear Basic Filter

  Remove the basic filter from a sheet via clearBasicFilter.

• Action
  Clear Spreadsheet Row(s)

  Clear the values in a range (formatting preserved).

• Action
  Copy Range

  Copy a source cell range to a destination range within the spreadsheet.

• Action
  Copy Worksheet

  Copy a worksheet into a destination spreadsheet.

• Action
  Create Chart

  Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.

• Action
  Create Conditional Formatting Rule

  Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.

• Action
  Create Multiple Spreadsheet Rows

  Append many rows in one call.

• Action
  Create Spreadsheet

  Create a new Google Sheets spreadsheet with the given title.

• Action
  Create Spreadsheet Column

  Insert a blank column at a given index.

• Action
  Create Spreadsheet Row

  Append a single row of values to a sheet range.

• Action
  Create Spreadsheet Row at Top

  Insert a blank row just below the header (row 2), then write the given values into it in one operation.

• Action
  Create Worksheet

  Add a new worksheet (tab) to an existing spreadsheet.

• Action
  Delete Chart

  Delete an embedded chart via deleteEmbeddedObject.

• Action
  Delete Sheet

  Delete a worksheet from a spreadsheet by sheetId (gid).

• Action
  Delete Spreadsheet Row(s)

  Delete a contiguous block of rows by index.

• Action
  Find and Replace

  Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).

• Action
  Find Spreadsheet

  Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).

• Action
  Find Worksheet

  Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.

• Action
  Format Cell Range

  Apply background color and bold formatting to a cell range via repeatCell.

• Action
  Format Spreadsheet Row

  Apply a background color across an entire row via repeatCell over a row range.

• Action
  Get Conditional Format Rules

  List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).

• Action
  Get Data Range

  Read all values in one or more ranges via batchGet.

• Action
  Get Data Validation Rules

  Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).

• Action
  Get Many Spreadsheet Rows (Advanced)

  Read multiple ranges at once via batchGet.

• Action
  Get Row by ID

  Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.

• Action
  Get Sheet Names

  Return the titles of all sheets (tabs) in the spreadsheet.

• Action
  Get Spreadsheet by ID

  Fetch spreadsheet metadata (title, sheets, gids, grid properties).

• Action
  List Charts

  List all embedded charts (chartId + title) across every sheet in the spreadsheet.

• Action
  Lookup Spreadsheet Row

  Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Lookup Spreadsheet Rows (Advanced)

  Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Move Chart

  Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.

• Action
  Rename Sheet

  Rename a worksheet's title.

• Action
  Search Spreadsheets

  Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.

• Action
  Set Basic Filter

  Apply a basic filter to a range on a sheet via setBasicFilter.

• Action
  Set Data Validation

  Apply a ONE_OF_LIST dropdown data-validation rule to a cell range.

• Action
  Sort Range

  Sort a cell range by one column in ascending or descending order.

• Action
  Update Chart

  Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.

• Action
  Update Conditional Format Rules

  Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.

• Action
  Update Data Validation Rule

  Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).

• Action
  Update Spreadsheet Row

  Overwrite the values at a specific range.

• Action
  Update Spreadsheet Row(s)

  Update one or more disjoint ranges in a single batch.

• Action
  Upsert Row

  Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).

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