Connect Daftra and JIRA

Both apps 187Daftra 47JIRA 140

• 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 Issue

  Polls for newly created issues in a project (ordered by creation date).

• Trigger
  New or Updated Issue

  Polls for issues created or updated recently (ordered by updated date).

• Action
  Add attachment

  add an attachment to an issue

• Action
  Add comment

  add a comment to an issue

• Action
  Add Comment to Issue

  Adds a comment to the specified issue.

• Action
  Add filter as favorite

  Add filter as favorite

• Action
  Add gadget to dashboard

  Add gadget to dashboard

• Action
  Add user to group

  add a user to a group

• Action
  Add vote

  add the current user's vote to an issue

• Action
  Add worklog

  add a worklog to an issue

• Action
  Archive issues by ID or key

  archive issues by ID/key

• Action
  Archive issue(s) by JQL

  Archive issue(s) by JQL

• Action
  Assign Issue

  Assigns an issue to a user by account ID.

• Action
  Bulk create issue

  bulk create issues

• Action
  Bulk create statuses

  Bulk create statuses

• Action
  Bulk delete issues

  bulk delete issues

• Action
  Bulk delete Statuses

  Bulk delete Statuses

• Action
  Bulk delete worklogs

  bulk delete worklogs on an issue

• Action
  Bulk edit dashboards

  Bulk edit dashboards

• Action
  Bulk edit issues

  bulk edit issue fields

• Action
  Bulk fetch issues

  bulk fetch issues by ID/key

• Action
  Bulk move issues

  bulk move issues

• Action
  Bulk move worklogs

  bulk move worklogs

• Action
  Bulk transition issue statuses

  bulk transition issue statuses

• Action
  Bulk unwatch issues

  bulk unwatch issues

• Action
  Bulk watch issues

  bulk watch issues

• Action
  Change filter owner

  Change filter owner

• Action
  Copy dashboard

  Copy dashboard

• Action
  Create component

  Create component

• Action
  Create custom field

  Create custom field

• Action
  Create dashboard

  Create dashboard

• Action
  Create filter

  Create filter

• Action
  Create group

  Create group

• Action
  Create Issue

  Creates a new issue in the specified project.

• Action
  Create issue link

  create a link between two issues

• Action
  Create issue link type

  create an issue link type

• Action
  Create issue type

  create an issue type

• Action
  Create project

  create a project

• Action
  Create project category

  create a project category

• Action
  Create related work

  Create related work

• Action
  Create user

  create a user

• Action
  Create version

  Create version

• Action
  Delete and replace version

  Delete and replace version

• Action
  Delete attachment

  delete an attachment

• Action
  Delete comment

  delete a comment

• Action
  Delete component

  Delete component

• Action
  Delete custom field

  Delete custom field

• Action
  Delete dashboard

  Delete dashboard

• Action
  Delete filter

  Delete filter

• Action
  Delete Issue

  Deletes an issue by its key or ID.

• Action
  Delete issue link

  delete an issue link

• Action
  Delete issue link type

  delete an issue link type

• Action
  Delete issue type

  delete an issue type

• Action
  Delete project

  delete a project

• Action
  Delete project asynchronously

  delete a project asynchronously

• Action
  Delete project category

  delete a project category

• Action
  Delete related work

  Delete related work

• Action
  Delete user

  delete a user

• Action
  Delete version

  Delete version

• Action
  Delete vote

  remove the current user's vote from an issue

• Action
  Delete watcher

  remove a watcher from an issue

• Action
  Delete worklog

  delete a worklog

• Action
  Export Archived Issues

  Export archived issue(s)

• Action
  Get all dashboards

  Get all dashboards

• Action
  Get all projects

  Get all projects

• Action
  Get attachment content

  get attachment content

• Action
  Get attachment metadata

  get attachment metadata

• Action
  Get available transitions

  Get available transitions

• Action
  Get bulk available transitions

  get transitions available for bulk transition

• Action
  Get comment

  get a single comment

• Action
  Get comments by IDs

  get comments by IDs

• Action
  Get component

  Get component

• Action
  Get create issue metadata

  Get create issue metadata

• Action
  Get create metadata issue types for a project

  get create-metadata issue types for a project

• Action
  Get custom field

  Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID.

• Action
  Get dashboard

  Get dashboard

• Action
  Get edit issue metadata

  get edit metadata for an issue

• Action
  Get favorite filters

  Get favorite filters

• Action
  Get filter

  Get filter

• Action
  Get group

  Get group

• Action
  Get Issue

  Returns the details of a single issue by its key or ID.

• Action
  Get Issue Comments

  Returns all comments for the specified issue.

• Action
  Get issue link

  get an issue link

• Action
  Get issue link type

  get an issue link type

• Action
  Get issue link types

  list issue link types

• Action
  Get Issue Transitions

  Returns the workflow transitions available for the specified issue.

• Action
  Get issue type

  get an issue type

• Action
  Get issue watchers

  get watchers of an issue

• Action
  Get issue worklogs

  get worklogs on an issue

• Action
  Get is watching issue bulk

  check watching status for multiple issues

• Action
  Get my filters

  Get my filters

• Action
  Get Project

  Returns the details of a single project by its key or ID.

• Action
  Get project category

  Fetches a project category by ID, with its name and description. An error occurs if the category is not found.

• Action
  Get project components

  get all components of a project

• Action
  Get project versions

  get all versions of a project

• Action
  Get recent projects

  get recently viewed projects

• Action
  Get related work

  Get related work

• Action
  Get status

  Get status

• Action
  Get status category

  Get status category

• Action
  Get transitions

  get available transitions for an issue

• Action
  Get user

  get a user

• Action
  Get user groups

  get groups a user belongs to

• Action
  Get users from group

  list members of a group

• Action
  Get version

  Get version

• Action
  Get votes

  get votes on an issue

• Action
  Get worklog

  get a worklog

• Action
  Get worklogs by IDs

  get worklogs by IDs

• Action
  Get worklogs by issue ID and worklog ID

  get worklogs by issue ID and worklog ID (internal)

• Action
  List Project Issue Types

  Returns the issue types available, optionally for a given project.

• Action
  List Projects

  Returns a paginated list of projects visible to the user.

• Action
  List users

  Lists the users visible to the connected Jira account. Takes no search criterion.

• Action
  Merge versions

  merge one version into another

• Action
  Move version

  Move version

• Action
  Remove filter as favorite

  Remove filter as favorite

• Action
  Remove gadget from dashboard

  Remove gadget from dashboard

• Action
  Remove group

  Remove group

• Action
  Remove user from group

  remove a user from a group

• Action
  Restore custom field from trash

  Restore custom field from trash

• Action
  Restore deleted or archived project

  restore a deleted or archived project

• Action
  Search for dashboards

  Search for dashboards

• Action
  Search for filters

  Search for filters

• Action
  Search for issues using JQL enhanced search (GET)

  Search for issues using JQL enhanced search (GET)

• Action
  Search for issues using JQL enhanced search (POST)

  search for issues using enhanced JQL (POST)

• Action
  Search Issues (JQL)

  Searches for issues using a JQL query.

• Action
  Transition Issue

  Moves an issue to a new status by performing a workflow transition.

• Action
  Unarchive issues by keys or ID

  unarchive issues by key/ID

• Action
  Update comment

  update a comment

• Action
  Update component

  Update component

• Action
  Update custom field

  Update custom field

• Action
  Update dashboard

  Update dashboard

• Action
  Update filter

  Update filter

• Action
  Update gadget on dashboard

  Update gadget on dashboard

• Action
  Update Issue

  edit an issue

• Action
  Update issue link type

  update an issue link type

• Action
  Update issue type

  update an issue type

• Action
  Update project

  update a project

• Action
  Update project category

  update a project category

• Action
  Update related work

  Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.

• Action
  Update version

  Update version

• Action
  Update worklog

  update a worklog

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