Connect Daftra and Inmobalia CRM

Both apps 98Daftra 47Inmobalia CRM 51

• 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
  Activity Log Update

  Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.

• Trigger
  Activity Task Update

  Triggers when an activity task is created or updated in Inmobalia CRM.

• Trigger
  Contact Update

  Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.

• Trigger
  New Activity Log

  Triggered when a new activity log is created.

• Trigger
  New Activity Task

  Triggered when a new activity task is created.

• Trigger
  New Contact

  Triggered when a new contact is created in Inmobalia CRM.

• Trigger
  New Property

  Triggers when a new property is created in Inmobalia CRM.

• Trigger
  New Sale

  Triggers when a new sale is created in Inmobalia CRM.

• Trigger
  New User

  Triggered when a new user is created in the agency's Inmobalia CRM account.

• Trigger
  New WebLead

  Triggers when a new web lead is received, such as a website form submission or a lead from an integration.

• Trigger
  Property Update

  Triggers when an existing property is changed, or a new one is added, returning the property's summary details.

• Trigger
  Sale Update

  Triggers when a sale is created or updated in Inmobalia CRM.

• Action
  Create Activity Log

  Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.

• Action
  Create Activity Log Comment

  Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.

• Action
  Create Activity Task

  Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.

• Action
  Create Activity Task Comment

  Adds a comment to an activity task. The authenticated user is recorded as the comment's author.

• Action
  Create Contact

  Creates a new contact in Inmobalia CRM and returns the id of the new contact.

• Action
  Create Property

  Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.

• Action
  Create Property Description

  Adds a description in a chosen language to a property, and returns the description that was created.

• Action
  Create Property File

  Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.

• Action
  Create Property Image

  Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.

• Action
  Create Property Link

  Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.

• Action
  Create WebLead

  Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.

• Action
  Find and Get Activity

  Returns one activity, either an activity log or an activity task, by its ID.

• Action
  Find and Get Activity Log

  Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.

• Action
  Find and Get Activity Task

  Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.

• Action
  Find and Get Contact by Email

  Finds contacts by exact email address and returns the first match along with every matching contact.

• Action
  Find and Get Contact by ID

  Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.

• Action
  Find and Get Property by ID

  Returns the full details of a single property, identified by its ID.

• Action
  Find and Get Property by Reference

  Returns the full details of the property with the given reference, including its pricing, location, features and status.

• Action
  Find and Get Property Description

  Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.

• Action
  Find and Get Property File by Property Id and File Id

  Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.

• Action
  Find and Get Property HTML by Property Id and HTML Id

  Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.

• Action
  Find and Get Property Image by Property Id and Image Id

  Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.

• Action
  Find and Get Property Link by Property Id and Link Id

  Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.

• Action
  Find and Get Sale by Code

  Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.

• Action
  Find and Get Sale by ID

  Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.

• Action
  Find and Get User

  Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.

• Action
  Get All Available Property Features

  Returns every property feature in the agency's catalogue, with its code, name and type.

• Action
  Get All Custom Features

  Returns the custom property features your agency has defined, with each feature's code and name.

• Action
  Get All Property Tags

  Returns all the property tags defined in your Inmobalia CRM agency.

• Action
  Get All Property Types

  Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.

• Action
  Select Location

  Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.

• Action
  Update Activity Log

  Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.

• Action
  Update Activity Task

  Updates an existing activity task in Inmobalia CRM and returns the updated task.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact.

• Action
  Update Property

  Updates an existing property by ID, changing only the fields you fill in, and returns the updated property.

• Action
  Update Property Description

  Updates the description of a property in a given language, and returns the updated description.

• Action
  Update Property File

  Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.

• Action
  Update Property Image

  Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.

• Action
  Update Property Link

  Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.

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