---
title: "Connect Daftra and LearnWorlds - APIANT.ai"
description: "When \"Client Created\" fires in Daftra, your agent runs \"Add Tags to User\" in LearnWorlds."
canonical: "https://apiant.ai/connect/daftra-to-learnworlds"
---

# Connect Daftra and LearnWorlds

When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Add Tags to User** in [LearnWorlds](https://apiant.ai/connections/learnworlds), or **Assessment Completed** in LearnWorlds to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running.

Daftra **9** triggers Daftra **38** actions LearnWorlds **15** triggers LearnWorlds **15** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Daftra and LearnWorlds to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Daftra and LearnWorlds can do together

### From Daftra to LearnWorlds

- When **Client Created** in Daftra then **Add Tags to User** in LearnWorlds
- When **Client Updated** in Daftra then **Create and Enroll User (Legacy)** in LearnWorlds

### From LearnWorlds to Daftra

- When **Assessment Completed** in LearnWorlds then **Add Invoice** in Daftra
- When **Course Completed** in LearnWorlds then **Add Invoice Payment** in Daftra

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Daftra and LearnWorlds

## Triggers and actions 24 triggers · 53 actions

- 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

**Assessment Completed**

Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers.

- Trigger

**Course Completed**

Triggers when a user completes a course in your LearnWorlds school.

- Trigger

**New Certificate**

Triggers when a certificate is issued to a learner for a course (or for a specific user).

- Trigger

**New Certificate (Legacy)**

Triggers when a new certificate is issued for a course or a user in your LearnWorlds school.

- Trigger

**New Enrollment Purchase (Legacy)**

Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school.

- Trigger

**New Form Submission**

Triggers when a learner submits a response to the chosen LearnWorlds form.

- Trigger

**New Lead**

Triggers when a new lead submits their email in one of your school's lead capture forms.

- Trigger

**New Lead (Legacy)**

Triggers when a new lead submits their email in one of your school's lead capture forms.

- Trigger

**New User**

Triggers when a new user registers in your LearnWorlds school.

- Trigger

**New User (Legacy)**

Triggers when a new user signs up or is created in your LearnWorlds school.

- Trigger

**Payment Created**

Triggers when a new payment is made in your LearnWorlds school.

- Trigger

**Payment Failed**

Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details.

- Trigger

**Subscription or Payment Plan Canceled**

Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first.

- Trigger

**Subscription Updated**

Triggers when a user subscription is created or changes, such as a new status, plan or expiry date.

- Trigger

**User Updated**

Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users.

- Action

**Add Tags to User**

Adds one or more tags to a LearnWorlds user and returns the updated user.

- Action

**Create and Enroll User (Legacy)**

Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step.

- Action

**Create User**

Creates a new user in your LearnWorlds school and returns the created user.

- Action

**Create User (Legacy)**

Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values.

- Action

**Enroll User in Product**

Enrolls a user in a course, learning program (bundle) or subscription.

- Action

**Enroll User in Product (Legacy)**

Enrolls an existing user in a course, bundle or subscription.

- Action

**Find a User**

Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields.

- Action

**Get course**

Returns a course's details, including its title, description, prices, access type and author.

- Action

**Get user**

Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role.

- Action

**List bundles**

Returns all bundles in your LearnWorlds school, most recently created first.

- Action

**List payments**

Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date.

- Action

**List users**

Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date.

- Action

**Remove Tags From User**

Removes one or more tags from a LearnWorlds user and returns the updated user.

- Action

**Unenroll User From Product**

Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school.

- Action

**Update user**

Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user.

## Each app on its own

- [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra)
- [ **LearnWorlds** LearnWorlds is a premium learning platform via which you sell online courses under your own website.](https://apiant.ai/connections/learnworlds)

Reviews

## What our customers say

## More from Daftra

- [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices)
- [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot)
- [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce)
- [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack)
- [ **Daftra to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/daftra-to-google-sheets)
- [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail)

## More into LearnWorlds

- [ **HubSpot to LearnWorlds** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-learnworlds)
- [ **Google Sheets to LearnWorlds** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-learnworlds)
- [ **Gmail to LearnWorlds** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-learnworlds)
- [ **Google Calendar to LearnWorlds** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-learnworlds)
- [ **Google Drive to LearnWorlds** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-learnworlds)
- [ **ActiveCampaign to LearnWorlds** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-learnworlds)

Questions

## Daftra and LearnWorlds, answered

###

### What can start an automation from Daftra?

Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in LearnWorlds when something happens in Daftra?

Any of LearnWorlds's 15 actions, including Create and Enroll User (Legacy), Create User, Create User (Legacy) and Update user. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from LearnWorlds to Daftra?

Yes. When something happens in LearnWorlds, your agent can act in Daftra too. This page covers both directions: LearnWorlds's triggers and Daftra's actions are listed here as well.

###

### Do I have to build a connector for Daftra or LearnWorlds?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Daftra and LearnWorlds without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
