Connect Daftra to Goyzer

Both apps 82Daftra 47Goyzer 35

• 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.

• Action
  Add Lead

  Creates a new lead (contact) in your Goyzer CRM with their name, phone, email and requirement, and reports whether the client already existed.

• Action
  List Agents

  Returns the agents (sales and leasing staff) in your Goyzer account with their name, phone and email. Pass an agent ID to return just that agent.

• Action
  List Amenities

  Returns the amenity records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Bedroom Options

  Returns the bedroom option records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List budgets

  Returns the budget options configured in Goyzer, optionally filtered by budget, unit type or requirement type.

• Action
  List Cities

  Returns the city records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Communities

  Returns the community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Companies

  Returns the company records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Methods

  Returns the contact method records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Types

  Returns the contact type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Countries

  Returns the country records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Districts

  Returns the district records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Facilities

  Returns the facility records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List fitting fixtures

  Returns the fittings and fixtures defined in Goyzer, optionally limited to one fitting/fixture.

• Action
  List Lead Stages

  Returns the lead stage records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Names

  Returns the media name (lead source) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Types

  Returns the media type (lead source type) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Nationalities

  Returns the nationality records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Projects

  Returns the project records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Properties

  Returns the property records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List rent listings

  Returns rental unit listings from Goyzer, optionally filtered by location, price, bedrooms and size.

• Action
  List Requirement Types

  Returns the requirement type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List sales listings

  Returns units listed for sale in Goyzer, filtered by price, bedrooms, location, area and property.

• Action
  List sold listings

  Returns sold property listings from Goyzer, optionally filtered by bedrooms, price, location and size.

• Action
  List States

  Returns the state records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Sub Communities

  Returns the sub-community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Titles

  Returns the title (Mr, Mrs, ...) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Categories

  Returns the unit category records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Sub Types

  Returns the unit sub-type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Views

  Returns the unit view records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List updated projects for sale

  Returns the projects for sale that were recently updated in Goyzer, including whether each was deleted or published to the web.

• Action
  List updated units for lease

  Returns the units for lease that have recently been updated in Goyzer, including whether each was deleted or is published to the web.

• Action
  List updated units for sale

  Returns the units for sale that were recently added, changed or deleted in Goyzer.

• Action
  Update agent feedback rating

  Updates the agent feedback rating and remarks on a Goyzer lead.

• Action
  Update direct marketing

  Updates a contact's direct marketing preferences in Goyzer, identified by contact ID or email.

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