Connect Daftra and IntelligenceBank

Both apps 82Daftra 47IntelligenceBank 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.

• Trigger
  New Database Record

  Triggers when a new record is added to a chosen database.

• Trigger
  New Folder

  Triggers when a new resource folder is added, at the root or inside a chosen folder.

• Trigger
  New Markup Comment

  Triggers when a new markup comment is added to a resource, record or workflow request.

• Trigger
  New or Updated Database Record

  Triggers when a record in the chosen IntelligenceBank database is created or updated.

• Trigger
  New or Updated Record File

  Triggers when a file attached to a database record is added or updated.

• Trigger
  New or Updated Resource

  Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.

• Trigger
  New or Updated User

  Triggers when a user is created or updated in IntelligenceBank.

• Trigger
  New Permission Group

  Triggers when a new permission group is added.

• Trigger
  New Record File Revision

  Triggers when a new file or file revision is uploaded to a database record.

• Trigger
  New Resource

  Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.

• Trigger
  New User

  Triggers when a new user is added to IntelligenceBank.

• Trigger
  Updated Resource

  Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.

• Trigger
  Updated User

  Triggers when a user in IntelligenceBank is updated.

• Action
  Add Record Multi-Upload Field File or URL

  Appends file or URL attachments to a multiple-upload field on an existing database record.

• Action
  Create Compliance Risk Review

  Starts a compliance risk review of text or an uploaded file and returns the new review's id.

• Action
  Create Database Record

  Creates a new record in an IntelligenceBank database, filling in its form fields.

• Action
  Create Folder

  Creates a resource folder or sub-folder with a name and optional description.

• Action
  Create Markup Comment

  Creates a markup comment on a workflow request, database record or record file you participate in.

• Action
  Create Permission Group

  Creates a permission group, optionally copying another group's permissions.

• Action
  Create Record File Workflow Request

  Creates an approval workflow request for a file attached to a database record's multi-upload field.

• Action
  Create Resource

  Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.

• Action
  Delete Database Record

  Deletes a database record.

• Action
  Delete Markup Comment

  Deletes a markup comment by its ID.

• Action
  Get Compliance Risk Review Details

  Returns the status and results of a compliance risk review, including findings once the review has completed.

• Action
  Search Database Records

  Searches records in one database and returns the matches.

• Action
  Search Folders

  Searches resource folders by keyword or parent folder and returns the matching folders.

• Action
  Search Markup Comments

  Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.

• Action
  Search Permission Groups

  Searches permission groups by name and returns the matching groups.

• Action
  Search Users

  Searches IntelligenceBank users by keyword or email and returns the matching users.

• Action
  Update Permission Group

  Updates the name or description of an existing multi-user permission group.

• Action
  Update Resource Metadata

  Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.

• Action
  View a Record

  Returns all details of one database record.

• Action
  View Filter

  Returns a single filter and its values, as set up under Admin > Filters.

• Action
  View Group

  Returns the details of one permission group.

• Action
  View Resource Details

  Returns all details of one resource.

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