Connect Daftra and Keygen

Both apps 88Daftra 47Keygen 41

• 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
  License Created

  Fires when a license is created in Keygen.

• Trigger
  License Deleted

  Triggers when a license is deleted.

• Trigger
  License Expired

  Triggers when a license has expired.

• Trigger
  License Expiring

  Triggers when a license is expiring soon.

• Trigger
  License Renewed

  Triggers when a license is renewed.

• Trigger
  License Used

  Triggers when a license's usage is incremented.

• Trigger
  Machine Activated

  Triggers when a machine is activated.

• Trigger
  Machine Deactivated

  Triggers when a machine is deactivated.

• Trigger
  New Event

  Triggers when a new event like a license validation, an activation, or an expiration occurs.

• Trigger
  Password Reset

  Triggers when a user requests a password reset.

• Trigger
  Release Created

  Triggers when a new release is created.

• Trigger
  Release Published

  Triggers when a release is published.

• Trigger
  User Created

  Triggers when a new user is created.

• Action
  Activate Machine

  Activates a new machine for a license using a known fingerprint.

• Action
  Add Release

  creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event.

• Action
  Checkout License

  Checks out a license file.

• Action
  Checkout Machine

  Checks out a machine file.

• Action
  Create License

  Creates a new license according to a policy.

• Action
  Create Policy

  Creates a license policy for a Keygen product.

• Action
  Create Product

  Creates a product in Keygen.

• Action
  Create Release

  /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish.

• Action
  Create Token

  Creates a new API token for a license.

• Action
  Create User

  Creates a new user.

• Action
  Deactivate Machine

  deactivates (deletes) a machine, firing machine.deleted.

• Action
  Delete License

  Permanently deletes a license.

• Action
  Find License

  Finds an existing license by its license key or Keygen ID.

• Action
  Find User

  Finds an existing user by their email address or Keygen ID.

• Action
  Get Token

  Retrieves a single API token by its id, returning its kind, name, expiry and permissions.

• Action
  Increment License Usage

  /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented).

• Action
  List Entitlements

  Lists a license's entitlements by license key or license ID.

• Action
  List Policies

  Lists the policies in the Keygen account.

• Action
  Publish Release

  moves a draft release to PUBLISHED status; fires the release.published webhook event.

• Action
  Reinstate License

  Reinstates a suspended license.

• Action
  Renew License

  Renews a license by extending its expiration date.

• Action
  Request Password Reset

  /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event.

• Action
  Reset License Usage

  Resets a license's usage counter.

• Action
  Suspend License

  Suspends a license.

• Action
  Transfer License

  Transfer an existing license to a different policy.

• Action
  Update License

  Updates a license.

• Action
  Update Machine

  Updates a machine.

• Action
  Update User

  Updates a user.

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