Connect Daftra and Karlia

Both apps 106Daftra 47Karlia 59

• 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
  Delete Equipment

  Triggers when an equipement is deleted.

• Trigger
  Delete Event

  Triggers when an event is deleted.

• Trigger
  Delete Note

  Triggers when a note is deleted.

• Trigger
  Delete Opportunity

  Triggers when an opportunity is deleted.

• Trigger
  Delete Product

  Triggers when a product is deleted.

• Trigger
  Delete Project

  Triggers when a project is deleted.

• Trigger
  Delete Project Subtask

  Triggers when a project subtask is deleted.

• Trigger
  Delete Project Task

  Triggers when a project task is deleted.

• Trigger
  Delete Task

  Triggers when a task is deleted.

• Trigger
  Delete Ticket

  Triggers when a ticket is deleted.

• Trigger
  Delete Time

  Triggers when a time is deleted.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Equipment

  Triggers when a new equipment is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Subtask

  Triggers when a new project subtask is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time

  Triggers when a new time is created.

• Action
  Create Contact

  Adds a new contact to a Karlia customer or supplier.

• Action
  Create Customer

  Create a Customer.

• Action
  Create Event

  Create an Event.

• Action
  Create Note

  Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.

• Action
  Create Opportunity

  Create an Opportunity.

• Action
  Create Product

  Create a Product.

• Action
  Create Project Subtask

  Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.

• Action
  Create Project Task

  Creates a task inside a Karlia project.

• Action
  Create Supplier

  Create a Supplier.

• Action
  Create Task

  Create a Task.

• Action
  Create Ticket

  Creates a ticket in a Karlia ticketing pipeline.

• Action
  Create Time

  Create a Time.

• Action
  Delete Equipment

  Deletes a piece of equipment from Karlia.

• Action
  Delete Event

  Delete an event (calendar appointment) in Karlia.

• Action
  Delete Note

  Delete a note in Karlia by its ID.

• Action
  Delete Opportunity

  Deletes an opportunity.

• Action
  Delete Product

  Delete a product in Karlia.

• Action
  Delete Project

  Delete a project in Karlia.

• Action
  Delete Project Subtask

  Deletes a subtask from a project task in Karlia.

• Action
  Delete Project Task

  Deletes a task from a Karlia project.

• Action
  Delete Task

  Delete a task in Karlia.

• Action
  Delete Ticket

  Deletes a ticket in Karlia by its ID.

• Action
  Delete Time

  Delete a time entry in Karlia.

• Action
  Find Contact

  Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).

• Action
  Find Customer

  Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.

• Action
  Find Supplier

  Returns the Karlia suppliers that match the specified search criteria.

• Action
  Get Contact

  Show contact details

• Action
  Get Customer

  Show customer details

• Action
  Get Opportunity

  Show opportunity details

• Action
  Get Product

  Show product details

• Action
  Get Project Subtask

  Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.

• Action
  Get Supplier

  Show supplier details

• Action
  Get Ticket

  Retrieve one Karlia ticket by its ID.

• Action
  Get Time

  Get one time entry from Karlia by its ID.

• Action
  List Projects

  Lists the projects in your Karlia account.

• Action
  List Project Tasks

  Lists the tasks of one Karlia project.

• Action
  List Webhook Events

  Lists the event names a Karlia webhook can subscribe to.

• Action
  Update/Create Customer

  Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.

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