Connect Daftra to Lusha Connect

Both apps 60Daftra 47Lusha Connect 13

• 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.

• Action
  Company Lookalikes

  Returns companies similar to a set of seed companies you supply by domain or LinkedIn URL, using Lusha's AI-powered recommendations.

• Action
  Contact Lookalikes

  Returns contacts similar to a set of 5–100 seed contacts, using Lusha's AI-powered lookalike recommendations. Results are lightweight previews; enrich them to reveal emails and phone numbers.

• Action
  Enrich Companies

  Returns full company profiles (firmographics, industry codes, locations, and optional employee breakdowns, competitors, intent and parent companies) for up to 100 Lusha company IDs found with Find companies.

• Action
  Enrich Contacts

  Reveals emails and phone numbers for up to 100 Lusha contacts previously found with Search Contacts, returning their full profiles.

• Action
  Enrich Contacts by Lusha ID

  Reveals emails and phone numbers for up to 100 contacts using the Lusha contact IDs returned by Search Contacts.

• Action
  Find companies

  Looks up companies in Lusha by name, domain or Lusha company ID and returns a preview of each match, including what can be revealed with Enrich Companies.

• Action
  Find prospecting companies

  Searches Lusha's company database by firmographic filters (size, revenue, industry, location, technologies, intent, signals) and returns matching company previews with their Lusha IDs.

• Action
  Find prospecting contacts

  Searches Lusha's contact database for people matching your contact and company filters, returning lightweight previews with Lusha contact IDs you can pass to Enrich Contacts.

• Action
  Get account usage

  Returns your Lusha account's credit balance, rate-limit standing, plan details and per-action credit pricing.

• Action
  Get Company Signals

  Returns hiring, headcount, web traffic, IT spend, intent and news signal events for up to 100 Lusha companies.

• Action
  Search and Enrich Companies

  Finds up to 100 companies by name, domain or Lusha ID and returns their full firmographic profiles in one call.

• Action
  Search and Enrich Contacts

  Finds up to 100 contacts by email, LinkedIn URL, Lusha ID or name and company, and reveals their emails and phone numbers in one call.

• Action
  Search Contacts

  Looks up up to 100 contacts by Lusha ID, LinkedIn URL, email, or name and company, and returns a preview of each match plus what can be revealed with Enrich Contacts.

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