--- title: "Connect Daftra and Greenhouse - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Add Attachment to Candidate\" in Greenhouse." canonical: "https://apiant.ai/connect/daftra-to-greenhouse" --- # Connect Daftra and Greenhouse When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Add Attachment to Candidate** in [Greenhouse](https://apiant.ai/connections/greenhouse), or **Application Updated** in Greenhouse to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Greenhouse **15** triggers Greenhouse **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Greenhouse to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Daftra and Greenhouse can do together ### From Daftra to Greenhouse - When **Client Created** in Daftra then **Add Attachment to Candidate** in Greenhouse - When **Client Updated** in Daftra then **Add Candidate Education** in Greenhouse ### From Greenhouse to Daftra - When **Application Updated** in Greenhouse then **Add Invoice** in Daftra - When **Candidate Updated** in Greenhouse then **Add Invoice Payment** in Daftra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Daftra and Greenhouse ## Triggers and actions 24 triggers · 68 actions - 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. ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Greenhouse** Greenhouse is a hiring software company. We create the technology, know-how and support for your business'...](https://apiant.ai/connections/greenhouse) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) ## More into Greenhouse - [ **Google Sheets to Greenhouse** Google Sheets](https://apiant.ai/connect/google-sheets-to-greenhouse) - [ **Gmail to Greenhouse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-greenhouse) - [ **Google Calendar to Greenhouse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-greenhouse) - [ **Google Drive to Greenhouse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-greenhouse) - [ **ActiveCampaign to Greenhouse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-greenhouse) - [ **Airtable to Greenhouse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-greenhouse) Questions ## Daftra and Greenhouse, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Greenhouse when something happens in Daftra? Any of Greenhouse's 30 actions, including Create Application, Create Candidate, Create Interview and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Greenhouse to Daftra? Yes. When something happens in Greenhouse, your agent can act in Daftra too. This page covers both directions: Greenhouse's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Greenhouse? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Daftra and Greenhouse without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.