Connect Daftra and Keap

Both apps 86Daftra 47Keap 39

• 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 Contact

  Polling trigger: fires when a new contact is created in Keap.

• Trigger
  Updated Contact

  Polling trigger: fires when a contact is updated in Keap.

• Action
  Add contact to campaign sequence

  Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

• Action
  Add order

  Creates a one-time order for a contact in Keap, with its order items.

• Action
  Add product

  Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

• Action
  Apply Tag to Contact

  Apply one or more tags to a contact.

• Action
  Create Company

  Create a new company.

• Action
  Create Contact

  Create a new Keap contact.

• Action
  Create Contact Custom Field

  Create a new custom field on the contact model.

• Action
  Create Note

  Create a note attached to a contact.

• Action
  Create Opportunity

  Create a sales opportunity.

• Action
  Create Tag

  Create a new tag, optionally in a category.

• Action
  Create Task

  Create a task, optionally linked to a contact.

• Action
  Delete Contact

  Delete a Keap contact by ID.

• Action
  Delete note

  Deletes a note from a Keap contact's record.

• Action
  Delete task

  Deletes a task in Keap by its ID.

• Action
  Get company

  Returns a single Keap company by its ID, including address, contact details and custom fields.

• Action
  Get Contact

  Retrieve a Keap contact by ID.

• Action
  Get Contact Tags

  List tags applied to a contact.

• Action
  Get note

  Returns a single note on a Keap contact, including its title, text, type and assigned user.

• Action
  Get opportunity

  Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

• Action
  Get order

  Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

• Action
  Get product

  Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

• Action
  Get task

  Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

• Action
  List campaigns

  Returns the campaigns in your Keap account, optionally filtered by name and sorted.

• Action
  List Companies

  List companies.

• Action
  List Contact Custom Fields

  Retrieve the contact model including custom fields.

• Action
  List Contacts

  List Keap contacts, optionally filtered by email.

• Action
  List notes

  Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

• Action
  List products

  Returns a list of products in your Keap account, optionally filtered by name.

• Action
  List Tags

  List all tags.

• Action
  List users

  Returns the users of the Keap account, optionally filtered by email or name.

• Action
  Remove Tag from Contact

  Remove a tag from a contact.

• Action
  Send email

  Sends an email from a Keap user to one or more contacts.

• Action
  Update company

  Updates an existing company in Keap with the values you provide; fields left blank are not changed.

• Action
  Update Contact

  Update an existing Keap contact by ID.

• Action
  Update note

  Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

• Action
  Update opportunity

  Updates an existing opportunity in Keap, changing only the details you fill in.

• Action
  Update task

  Updates an existing task in Keap, changing only the details you provide.

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