Connect Daftra and Greenhouse

Both apps 92Daftra 47Greenhouse 45

• 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
  Application Rejected

  Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields.

• Trigger
  Application Updated

  Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires.

• Trigger
  Candidate Hired

  Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application.

• Trigger
  Candidate Updated

  Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields.

• Trigger
  Job Updated

  Triggers when a job (hiring plan) is created or updated in Greenhouse.

• Trigger
  New Candidate

  Triggers when a new candidate or prospect is added to Greenhouse.

• Trigger
  New Candidate Application

  Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses.

• Trigger
  New Job

  Triggers when a new job (requisition / hiring plan) is created in Greenhouse.

• Trigger
  New Job Post

  Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse.

• Trigger
  New Note

  Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries.

• Trigger
  New Offer

  Triggers when a new offer is created on a candidate's application in Greenhouse.

• Trigger
  New Scheduled Interview

  Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse.

• Trigger
  New Scorecard

  Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse.

• Trigger
  New Scorecard Due

  Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted.

• Trigger
  Offer Updated

  Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected.

• Action
  Add Attachment to Candidate

  Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content.

• Action
  Add Candidate Education

  Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse.

• Action
  Add Candidate Employment

  Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job.

• Action
  Add Tag to Candidate

  Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record.

• Action
  Convert Prospect to Candidate

  Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application.

• Action
  Create Application

  Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application.

• Action
  Create Candidate

  Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application.

• Action
  Create Interview

  Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites.

• Action
  Create Job

  Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values.

• Action
  Create Job Note

  Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes.

• Action
  Create Offer

  Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values.

• Action
  Create Opening

  Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values.

• Action
  Delete Application

  Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept.

• Action
  Delete Candidate

  Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone.

• Action
  Delete Interview

  Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted.

• Action
  Delete Note

  Permanently deletes a note from a candidate's activity feed. This cannot be undone.

• Action
  Delete Opening

  Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted.

• Action
  Find Application

  Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team.

• Action
  Find Candidate

  Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own.

• Action
  Find Due Scorecard

  Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify.

• Action
  Find Job

  Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer.

• Action
  Find Offer

  Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match.

• Action
  Merge Candidates

  Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted.

• Action
  Move Application

  Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse.

• Action
  Reject Application

  Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields.

• Action
  Remove Tag from Candidate

  Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list.

• Action
  Unreject Application

  Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared.

• Action
  Update Interview

  Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites.

• Action
  Update Job Post

  Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft.

• Action
  Update Opening

  Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason.

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