Connect Daftra and LifterLMS

Both apps 71Daftra 47LifterLMS 24

• 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
  Course Access Cancelled

  Triggers when a student's enrollment in the selected LifterLMS course is cancelled.

• Trigger
  Course Access Expired

  Triggers when a student's access to a LifterLMS course expires.

• Trigger
  Membership Access Cancelled

  Triggers when a student's access to a LifterLMS membership is cancelled.

• Trigger
  Membership Access Expired

  Triggers when a student's access to the selected LifterLMS membership expires.

• Trigger
  New Course

  Triggers when a new course is created in LifterLMS.

• Trigger
  New Course Enrollment

  Triggers when a student enrolls in the selected LifterLMS course.

• Trigger
  New Membership

  Triggers when a new LifterLMS membership is created.

• Trigger
  New Membership Enrollment

  Triggers when a student is enrolled in the selected LifterLMS membership.

• Trigger
  New Order

  Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.

• Trigger
  New Student

  Triggers when a new LifterLMS student (a WordPress user with the student role) is created.

• Action
  Cancel Course Access

  Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.

• Action
  Cancel Membership Access

  Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.

• Action
  Create a WordPress User

  Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.

• Action
  Enroll in a Course

  Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.

• Action
  Enroll in a Membership

  Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.

• Action
  Expire Course Access

  Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.

• Action
  Expire Membership Access

  Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.

• Action
  Find Courses

  Searches LifterLMS courses by a search term and returns the matching courses.

• Action
  Get Course

  Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.

• Action
  Get Course Enrollment

  Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.

• Action
  Get Order

  Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.

• Action
  Retrieve a WordPress User

  Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.

• Action
  Search WordPress User by Email

  Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.

• Action
  Search WordPress User by Username

  Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.

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