Integration
Connect Daftra and Houzz Pro
When Client Created fires in Daftra, your agent runs Create Lead Note in Houzz Pro, or New Change Order in Houzz Pro to Add Invoice in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
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What do you want Daftra and Houzz Pro to do together?
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Claude Code
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claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
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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.
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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)Example flows
What Daftra and Houzz Pro can do together
From Daftra to Houzz Pro
When Client Created in Daftra
then Create Lead Note in Houzz Pro
From Houzz Pro to 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 Houzz Pro
Triggers and actions 21 triggers · 157 actions
- Client Created
Triggers when a new client is added to your Daftra account.
- Client Updated
Triggers when a client is added or updated in Daftra.
- Estimate Updated
Triggers when an estimate (quote) is created or updated in Daftra.
- Invoice Created
Triggers when a new invoice (or debit note) is created in Daftra.
- Invoice Updated
Triggers when an invoice or debit note is created or updated in Daftra.
- Journal Created
Triggers when a new journal entry is created in Daftra.
- Journal Updated
Triggers when a journal entry is created or updated in Daftra.
- Product Created
Triggers when a new product is added in Daftra.
- Product Updated
Triggers when a product is added or updated in Daftra.
- Add Client
Creates a new client in Daftra and returns its id and client number.
- Add credit note
Creates a credit note for a client in Daftra, optionally against a source invoice, with line items.
- Add Estimate
Creates a new estimate (quote) for a client in Daftra, with optional line items.
- Add Expense
Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
- Add Invoice
Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
- Add Invoice Payment
Records a payment against an existing Daftra invoice and returns the new payment's id.
- Add Journal
Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
- Add Product
Creates a new product, service or bundle in Daftra and returns its id.
- Add Refund Receipt
Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
- Add Supplier
Creates a new supplier in Daftra and returns its id.
- Delete Client
Deletes a client from Daftra. The client must have no invoices, payments or other related records.
- Delete credit note
Deletes a credit note in Daftra by its ID.
- Delete Estimate
Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
- Delete Expense
Deletes an expense in Daftra, along with its related accounting journal and attachments.
- Delete Invoice
Deletes a sales invoice in Daftra by its ID.
- Delete Invoice Payment
Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
- Delete Product
Deletes a product, service or bundle in Daftra by its ID.
- Delete Refund Receipt
Deletes a refund receipt in Daftra by its ID.
- Delete Supplier
Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
- Edit Client
Updates an existing client in Daftra. Only the fields you fill in are changed.
- Edit Estimate
Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
- Edit Expense
Updates an existing expense in Daftra. Only the fields you fill in are changed.
- Edit Invoice
Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
- Edit Invoice Payment
Updates an existing invoice payment in Daftra. Only the fields you fill in are changed.
- Edit Journal
Updates an existing journal entry in Daftra, replacing its debit and credit lines.
- Edit Product
Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
- Edit Refund Receipt
Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
- Edit Supplier
Updates an existing supplier's business name, contact details, addresses and other details.
- Get client
Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
- Get Expense
Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
- Get invoice
Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
- Get Purchase Order
Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
- Get Refund Receipt
Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
- List clients
Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
- List estimates
Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
- List invoices
Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
- 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.
- Update credit note
Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
- New Change Order
Triggers when a new change order is created in Houzz Pro.
- New Contact
Triggers when a new contact is created in Houzz Pro.
- New Daily Log
Triggers when a new daily log is created in Houzz Pro.
- New Estimate
Triggers when a new estimate is created in Houzz Pro.
- New Expense
Triggers when a new expense is created in Houzz Pro.
- New Invoice
Triggers when a new invoice is created in Houzz Pro.
- New Lead
Triggers when a new lead is created in Houzz Pro.
- New Project
Triggers when a new project is created in Houzz Pro.
- New Purchase Order
Triggers when a new purchase order is created in Houzz Pro.
- New Subcontractor
Triggers when a new subcontractor is created in Houzz Pro.
- New Time Track
Triggers when a new time track is created in Houzz Pro.
- New Vendor
Triggers when a new vendor is created in Houzz Pro.
- Archive File
Archives a file. Unarchive restores it.
- Archive Note
Archives the note, removing it from the default list. Archiving is how a note is removed.
- Archive Vendor
Archives the vendor, which hides it from lists that filter on archived=false. The vendor and its links are kept, and unarchive restores it.
- Convert Lead to Project
Creates a project from this lead and marks the lead Won. The lead must be in status Won or Current and must not already be converted.
- Create Custom Field
Create a custom field definition for a given entity type.
- Create Lead Note
Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.
- Create Project Note
Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.
- Create Subcontractor
Creates a subcontractor and sends an invitation to the provided email address. Returns the new subcontractor.
- Create Team Member
Invites a person to the account by email. Only the email is required; an optional role and invitation note can be included.
- Create Vendor
Creates a vendor for the company. Only companyName is required.
- Delete Contact
Deletes a contact.
- Delete Contact Group
Archives a contact group rather than removing it permanently. Returns deleted: true on success.
- Delete Contact Group Contact
Removes a contact from the group without deleting the contact itself. Returns deleted: true on success.
- Delete Daily Log
Deletes the daily log.
- Delete File
Deletes a file. To keep it but set it aside, archive it instead.
- Delete Lead
Deletes the lead. To take a lead out of the active pipeline without deleting it, retire it instead.
- Delete Milestone
Deletes a milestone.
- Delete Project
Deletes the project. To hide a project without deleting it, update it with archived set to true instead.
- Delete Subcontractor
Deactivates a subcontractor instead of removing them permanently. Returns deleted: true on success.
- Delete Task
Deletes a task.
- Delete Team Member
Deactivates the team member; the person is not permanently removed from the account.
- Generate Income Payments Report
Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.
- Generate Payouts Report
Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.
- Get Catalog Item
Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.
- Get Category
Requires the categories feature on the company plan; without it every request returns 403.
- Get Change Order
Returns the full change order, including the recipients, attachmentFileIds and totalApplied that list rows omit.
- Get Contact
Returns a single contact with its address, tags, contact group, and custom field entries.
- Get Contact Group
Returns a single contact group with the contacts linked to it and each contact's level.
- Get Cost Code
Requires the cost codes feature on the company plan; without it every request returns 403.
- Get Daily Log
Returns a single daily log with its content, dates and the project it belongs to.
- Get Entity by Custom Field Value
Resolve the entity whose custom field named `fieldName` holds `value`. Requires the read scope for the requested entityType — a token without it receives no data.
- Get Estimate
Returns the full estimate, including recipients, attachments and totals for payments and linked change orders, invoices and purchase orders.
- Get Expense
Returns one expense with its project, team member, service, cost code, category, vendor, payment method, the invoice line it was billed on, and its receipt files.
- Get Expense Documents Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Expense Documents Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Expense Payments Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Expense Payments Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get File
Returns a single file or folder within the context given by contextId and contextType, including a download URL for files.
- Get Income Documents Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Income Documents Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Income Payments Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Income Payments Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Invoice
Returns the full invoice, including the file, recipients and attachmentFileIds that list rows omit.
- Get Lead
Returns a single lead with its phase, source, contact, addresses and custom field entries. The project ID is populated once the lead has been converted.
- Get Milestone
Returns a single milestone with its dates, status, type, parent and the number of tasks linked to it.
- Get Note
Returns a single note, including its container, owner and archived state.
- Get Open Invoices Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Open Invoices Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Payouts Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Payouts Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Profitability Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Profitability Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Project
Returns a single project with its status, contact, owner, addresses and custom field entries.
- Get Project Punchlist
Returns the project's punchlist. Use its id to update it or to list its tasks.
- Get Purchase Order
Returns the full purchase order, including the recipients and attachmentFileIds that list rows omit.
- Get Sales Tax
Returns one sales tax with its components. Archived sales taxes can be fetched by ID.
- Get Selections Board
Returns one selections board with its project and, for an allowance board, the allowance that sets its budget.
- Get Subcontractor
Returns a single subcontractor with company details, trades, address, and status.
- Get Task
Returns a single task with its completion state, due date, visibility, and the project or lead and milestone it belongs to.
- Get Tax Liability Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Tax Liability Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Team Member
Returns a single team member with their role, status and contact details.
- Get Time Entries Report Results
Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.
- Get Time Entries Report Status
Returns the generation status. Status is kept for 15 minutes after the report is generated.
- Get Time Track
Returns one time track with its project, team member, activity or service, cost code, the invoice or request payment line it was billed on, and its clock segments.
- Get Vendor
Returns the full vendor record, including contact details, payment terms, tags and custom field entries. Works for archived vendors too.
- List Assignee Candidates
Who can be assigned to an entity. Use before Add assignees.
- List Assignee Filter Options
The distinct assignees across the given entities, for building an assignee filter.
- List Catalog Items
Ordered by creation time, oldest first. Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.
- List Categories
Ordered by ID. Archived categories are left out unless includeArchived=true. Requires the categories feature on the company plan; without it every request returns 403.
- List Change Orders
Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients, attachmentFileIds and totalApplied; fetch a single change order for those.
- List Contact Groups
Filter by contactGroupType or archived.
- List Contacts
Search by name, email, or phone via searchText.
- List Cost Codes
Ordered by code. Archived cost codes are left out unless includeArchived=true. Requires the cost codes feature on the company plan; without it every request returns 403.
- List Custom Field Definitions
Filter by customableType
- List Custom Field Entries
List the custom field entry values stored on a single entity.
- List Daily Logs
Returns all daily logs, optionally filtered by projectId. Filtering by date range is not supported.
- List Estimates
Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients, attachmentFileIds, totalApplied, totalRequested, paymentDue and the linked-document totals; fetch a single estimate for those.
- List Expenses
Returns expenses, newest created first. Filter by projectId, houzzUserId, billable, taxable, syncToQb, referenceNumber, or an inclusive date range. startDate and endDate are YYYY-MM-DD and must be sent together.
- List Files
Lists the files and folders owned by the entity given by contextId and contextType. Returns root-level items unless parentId names a folder, and each file includes a download URL.
- List Invoices
Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients and attachmentFileIds; fetch a single invoice for those.
- List Lead Milestones
Additional filtering is not supported.
- List Lead Notes
Returns active notes by default. Pass archived=true to return archived notes instead.
- List Lead Phases
Returns the pipeline phases available to the account, the values accepted by a lead's phaseId field.
- List Leads
Returns leads, optionally filtered by contact or pipeline phase.
- List Lead Tasks
Additional filtering (e.g. by completion state or due date) is not supported.
- List Project Milestones
Additional filtering is not supported.
- List Project Notes
Returns active notes by default. Pass archived=true to return archived notes instead.
- List Projects
Archived projects are included unless you explicitly pass archived=false.
- List Project Statuses
Returns the values accepted by a project's statusId field, including account-specific custom statuses.
- List Project Tasks
Additional filtering (e.g. by completion state or due date) is not supported.
- List Project Types
Returns the account's custom project types, the values accepted by a project's projectType field.
- List Punchlist Tasks
Additional filtering (e.g. by completion state or due date) is not supported.
- List Purchase Orders
Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients and attachmentFileIds; fetch a single purchase order for those.
- List Sales Taxes
Ordered by creation time, oldest first. Archived sales taxes are left out unless includeArchived=true.
- List Sections on a Selections Board
Returns sections for the given selections board, ordered by position.
- List Selections Boards
Returns selections boards for the company, ordered by position. Pass projectId to limit the list to one project.
- List Subcontractors
Search by name, email, phone, company, or trade via the query param.
- List Subcontractor Trades
Returns the trades a subcontractor can be assigned. Use the returned IDs in subInfo.trades when creating or updating a subcontractor.
- List Team Members
Search by name, email, or phone via the query param.
- List the Items of an Assembly
Ordered by position. Returns 404 when the catalog item is not an assembly, or when the company plan does not include assemblies. Returns 403 for companies not on the new catalog experience.
- List the Line Items of a Change Order
Sorted by id ascending. Returns 404 when the change order does not exist.
- List the Line Items of an Estimate
Sorted by id ascending. Returns 404 when the estimate does not exist.
- List the Line Items of an Invoice
Sorted by id ascending. Returns 404 when the invoice does not exist.
- List the Line Items of a Purchase Order
Sorted by id ascending. Returns 404 when the purchase order does not exist.
- List Time Tracks
Returns time tracks, newest created first. Filter by projectId, houzzUserId, approvalStatus, or an inclusive work-date range. startDate and endDate are YYYY-MM-DD and must be sent together.
- List Vendors
Filter by companyName, archived, or tags. Archived vendors are included unless you explicitly pass archived=false.
- List what an Assignee is Assigned to
The projects, leads, tasks and milestones one assignee is assigned to, grouped by type.
- Reactivate Lead
Restores a retired lead to an active status. Clients archived by the original retire are not unarchived.
- Retire Lead
Archives this lead. Clients that are no longer referenced by another live lead or project are archived along with it, and reactivating the lead does not unarchive them. Won leads cannot be retired.
- Unarchive File
Restores an archived file.
- Unarchive Vendor
Restores an archived vendor so it appears in active vendor lists again.
- Update Contact Group
Updates a contact group's name, type, or archived state and returns the updated group. Use archived to archive or restore a group.
- Update Contact Group Contact
Changes a contact's level within the group and returns the updated contact group.
- Update Note
Updates only the fields you send; the note stays attached to its project or lead.
- Update Project
Updates only the fields you send. Addresses are upserted: include an address id to update it, omit the id to add a new address. Set archived to hide or restore the project.
- Update Punchlist
Updates a punchlist's visibility and returns the updated punchlist.
- Update Team Member
Updates only the fields you send, including the team member's role and contact details.
- Update Vendor
Updates only the fields you send; omitted fields keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Daftra and Houzz Pro, 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 Houzz Pro when something happens in Daftra?
Any of Houzz Pro's 119 actions, including Create Custom Field, Create Lead Note, Create Project Note and Create Subcontractor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Houzz Pro to Daftra?
Yes. When something happens in Houzz Pro, your agent can act in Daftra too. This page covers both directions: Houzz Pro's triggers and Daftra's actions are listed here as well.
Do I have to build a connector for Daftra or Houzz Pro?
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 Houzz Pro 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.