Connect Daftra and LeanKit

Both apps 87Daftra 47LeanKit 40

• 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 board

  Polling trigger: fires when a new board is created.

• Trigger
  New card

  Polling trigger: fires when a new card is added to the specified board.

• Trigger
  New card in lane

  Polling trigger: fires when a new card is added to the specified lane in the specified board.

• Action
  Add Card Connections

  Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)

• Action
  Add Comment

  Create a comment — LeanKit AgilePlace v2 API (comment/create)

• Action
  Archive a board

  Archive a board — LeanKit AgilePlace v2 API (board/archive)

• Action
  Assign or unassign one or more users or teams to cards

  Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)

• Action
  Create a card

  Create a card — LeanKit AgilePlace v2 API (card/create)

• Action
  Create an attachment

  Create an attachment — LeanKit AgilePlace v2 API (attachment/create)

• Action
  Create a new board

  Create a new board — LeanKit AgilePlace v2 API (board/create)

• Action
  Create a new planning increment

  Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)

• Action
  Create a new planning series

  Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)

• Action
  Create a team

  Create a team — LeanKit AgilePlace v2 API (team/create)

• Action
  Create dependencies

  Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)

• Action
  Delete a board

  Delete a board — LeanKit AgilePlace v2 API (board/delete)

• Action
  Delete an attachment

  Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)

• Action
  Delete a planning increment by id

  Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)

• Action
  Delete a team

  Delete a team — LeanKit AgilePlace v2 API (team/delete)

• Action
  Delete Card

  Delete a card by id — LeanKit AgilePlace v2 API (card/delete)

• Action
  Delete multiple cards

  Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)

• Action
  Get a list of attachments for a card

  Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)

• Action
  Get a list of cards

  Get a list of cards — LeanKit AgilePlace v2 API (card/list)

• Action
  Get a list of leaf lanes for a board (lanes that can hold cards)

  Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)

• Action
  Get a list of parent cards

  Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)

• Action
  Get a list of planning series for an account

  Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)

• Action
  Get a list of tags on a board

  Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)

• Action
  Get a list of task cards for a card

  Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)

• Action
  Get an attachment's contents

  Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)

• Action
  Get a specified planning series

  Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)

• Action
  Get Board

  Retrieve a board by ID, including its lanes.

• Action
  Get Card

  Get card details by card id — LeanKit AgilePlace v2 API (card/get)

• Action
  Get User

  Retrieve a user by ID.

• Action
  List Boards

  List boards on the account.

• Action
  List Board Users

  List board users — LeanKit AgilePlace v2 API (board/user-roles)

• Action
  List Comments

  List comments on a card.

• Action
  List Users

  List users on the account.

• Action
  Move Card

  Move a card — LeanKit AgilePlace v2 API (card/move)

• Action
  Search Cards

  Search cards on a board with filters.

• Action
  Unarchive a board

  Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)

• Action
  Update Card

  Update a card — LeanKit AgilePlace v2 API (card/update)

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