Connect Daftra and Mailchimp

Both apps 217Daftra 47Mailchimp 170

• 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
  Campaign Sent (instant)

  Fires instantly when a campaign finishes sending.

• Trigger
  Member Cleaned (instant)

  Fires instantly when a member's email is marked cleaned (bounced or invalid).

• Trigger
  Member Email Changed (instant)

  Fires instantly when a member's email address changes.

• Trigger
  Member Profile Updated (instant)

  Fires instantly when a member's profile fields are updated.

• Trigger
  New list

  Triggers when a new audience (list) is created. Polling; deduped by list id.

• Action
  Add Campaign Feedback

  Add a feedback comment to a campaign.

• Action
  Add Cart Line Item

  Add a line item to a cart.

• Action
  Add File

  Upload a new file to the File Manager.

• Action
  Add Interest in Category

  Add a new interest to an interest category.

• Action
  Add Member Event

  Record a custom event against a member.

• Action
  Add Member Note

  Add a note to a member.

• Action
  Add Member to Segment

  Add a single member to a static segment.

• Action
  Add Order Line Item

  Add a line item to an order.

• Action
  Add or Update Customer

  Create a customer or update it if one with the same ID already exists.

• Action
  Add or update member

  Adds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).

• Action
  Add or Update Order

  Create an order or update it if one with the same ID already exists.

• Action
  Add or Update Product Variant

  Create a product variant or update it if one with the same ID already exists.

• Action
  Add Product Image

  Add a new image to a product.

• Action
  Add Product Variant

  Add a new variant to a product.

• Action
  Add tag to member

  Adds a tag to the specified member in the specified audience. Creates the tag if it does not exist.

• Action
  Archive Audience Member

  Archive a member, removing them from the audience while retaining history.

• Action
  Archive Classic Automation

  Archive a classic Automation workflow.

• Action
  Batch Add or Remove Segment Members

  Add or remove a batch of members from a static segment in one call.

• Action
  Batch Subscribe or Unsubscribe Audience Members

  Subscribe or unsubscribe a batch of members on an audience in one call.

• Action
  Create audience

  Creates a new audience (list).

• Action
  Create Campaign

  Create a new campaign.

• Action
  Create Cart

  Create a new shopping cart for a store.

• Action
  Create Classic Automation

  Start a new classic Automation workflow.

• Action
  Create Customer

  Create a new customer for a store.

• Action
  Create Interest Category

  Create a new interest category (group) on an audience.

• Action
  Create Landing Page

  Creates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.

• Action
  Create merge field

  Creates a new merge field for the specified audience.

• Action
  Create Order

  Create a new order for a store.

• Action
  Create or Update Product

  Create a product or update it if one with the same ID already exists.

• Action
  Create Product

  Create a new product in a store's catalog.

• Action
  Create Promo Code

  Create a new promo code under a promo rule.

• Action
  Create Promo Rule

  Create a new promo rule for a store.

• Action
  Create Segment by Conditions

  Create a dynamic segment on an audience defined by match conditions.

• Action
  Create static segment for audience

  Creates a new static segment (tag-like) for the specified audience.

• Action
  Create Store

  Connect a new e-commerce store.

• Action
  Create Template

  Create a new template.

• Action
  Delete Audience

  Delete an audience.

• Action
  Delete Campaign

  Delete a campaign.

• Action
  Delete Cart

  Delete a cart.

• Action
  Delete Cart Line Item

  Delete a line item from a cart.

• Action
  Delete Customer

  Delete a customer from a store.

• Action
  Delete File

  Delete a stored file from the File Manager.

• Action
  Delete Interest

  Delete an interest from a category.

• Action
  Delete Interest Category

  Delete an interest category from an audience.

• Action
  Delete Landing Page

  Delete a landing page.

• Action
  Delete Member Note

  Delete a note from a member.

• Action
  Delete Merge Field

  Delete a merge field from an audience.

• Action
  Delete Order

  Delete an order from a store.

• Action
  Delete Order Line Item

  Delete a line item from an order.

• Action
  Delete Product

  Delete a product from a store's catalog.

• Action
  Delete Product Image

  Delete an image from a product.

• Action
  Delete Product Variant

  Delete a variant from a product.

• Action
  Delete Promo Code

  Delete a promo code.

• Action
  Delete Promo Rule

  Delete a promo rule from a store.

• Action
  Delete Segment

  Delete a segment from an audience.

• Action
  Delete Store

  Delete a store.

• Action
  Delete Template

  Delete a template.

• Action
  Get Audience

  Retrieve details about a single audience by ID.

• Action
  Get Audience Member

  Retrieve details about a single audience member.

• Action
  Get audiences

  Returns all audiences (lists) with id and name.

• Action
  Get Automation Email

  Retrieve details about a single Automation workflow email.

• Action
  Get Campaign

  Retrieve settings and info for a single campaign.

• Action
  Get Campaign Advice

  Retrieve advice and feedback tips for a sent campaign.

• Action
  Get Campaign Content

  Retrieve the HTML and plain-text content of a campaign.

• Action
  Get Campaign Domain Performance

  Retrieve delivery and engagement stats broken down by recipient email domain.

• Action
  Get Campaign Ecommerce Product Activity Report

  Retrieve product purchase activity generated by a campaign.

• Action
  Get Campaign Report

  Retrieve the performance report for a single campaign.

• Action
  Get Campaign Send Checklist

  Retrieve the pre-send readiness checklist for a campaign.

• Action
  Get Cart

  Retrieve details about a single cart.

• Action
  Get Classic Automation

  Retrieve details about a single classic Automation workflow.

• Action
  Get Customer

  Retrieve details about a single customer.

• Action
  Get File

  Retrieve details about a single stored file.

• Action
  Get Interest Category

  Retrieve details about a single interest category.

• Action
  Get interest groups for audience

  Returns the interest categories (groups) and their interests for the specified audience.

• Action
  Get Landing Page

  Retrieve details about a single landing page.

• Action
  Get Landing Page Content

  Retrieve the HTML content of a landing page.

• Action
  Get Landing Page Report

  Retrieve the performance report for a single landing page.

• Action
  Get Member Activity Feed

  Retrieve the recent activity feed for a member (opens, clicks, purchases, and more).

• Action
  Get members in audience

  Returns members in the specified audience, optionally filtered by status.

• Action
  Get Merge Field

  Retrieve details about a single merge field.

• Action
  Get Order

  Retrieve details about a single order.

• Action
  Get Product

  Retrieve details about a single product.

• Action
  Get Segment

  Retrieve details about a single segment.

• Action
  Get segments for audience

  Returns the id and name of all segments for the specified audience.

• Action
  Get Store

  Retrieve details about a single store.

• Action
  Get Template

  Retrieve details about a single template.

• Action
  Get Template Default Content

  Retrieve the default content sections of a template.

• Action
  List Account Orders

  List e-commerce orders across all stores connected to the account.

• Action
  List Audience Abuse Reports

  List abuse complaint reports for an audience.

• Action
  List Audience Growth History

  List monthly growth history for an audience.

• Action
  List Audience Recent Activity

  List the most recent daily activity stats for an audience.

• Action
  List Automation Emails

  List all emails that belong to a classic Automation workflow.

• Action
  List Campaign Click Details

  List click activity for the links in a campaign.

• Action
  List Campaign Email Activity

  List subscriber-level email activity (opens, clicks, bounces) for a campaign.

• Action
  List Campaign Feedback

  List feedback and comments left on a campaign.

• Action
  List Campaign Open Details

  List individual open activity for a sent campaign.

• Action
  List Campaign Recipients

  List the members a campaign was sent to.

• Action
  List Campaign Reports

  List performance reports for all sent campaigns.

• Action
  List Campaigns

  List all campaigns in the account.

• Action
  List Campaign Unsubscribes

  List members who unsubscribed as a result of a campaign.

• Action
  List Cart Line Items

  List the line items in a cart.

• Action
  List Carts

  List shopping carts for a store.

• Action
  List Classic Automations

  List all classic Automation workflows in the account.

• Action
  List Conversations

  List email conversations from replies to campaigns.

• Action
  List Customers

  List customers for a store.

• Action
  List Files

  List files stored in the File Manager.

• Action
  List Interests in Category

  List the interests within an interest category.

• Action
  List Landing Page Reports

  List performance reports for all landing pages.

• Action
  List Landing Pages

  List landing pages in the account.

• Action
  List Member Events

  List custom events recorded for a member.

• Action
  List Member Goal Events

  List goal events recorded for a member.

• Action
  List Member Notes

  List notes recorded on a member.

• Action
  List Member Tags

  List the tags applied to a member.

• Action
  List Merge Fields

  List the merge fields defined on an audience.

• Action
  List Order Line Items

  List the line items on an order.

• Action
  List Product Images

  List images attached to a product.

• Action
  List Products

  List products in a store's catalog.

• Action
  List Product Variants

  List variants of a product.

• Action
  List Promo Codes

  List promo codes under a promo rule.

• Action
  List Promo Rules

  List promo rules for a store.

• Action
  List Segment Members

  List the members belonging to a segment.

• Action
  List SMS Campaigns

  List SMS campaigns in the account.

• Action
  List Store Orders

  List orders placed in a store.

• Action
  List Stores

  List e-commerce stores connected to the account.

• Action
  List Subscribers Removed from Automation

  List subscribers that were removed from a classic Automation workflow.

• Action
  List Survey Reports

  List performance reports for all surveys.

• Action
  List Surveys

  List surveys created for an audience.

• Action
  List Templates

  List templates in the account.

• Action
  Pause RSS Campaign

  Pause an RSS-driven campaign.

• Action
  Permanently Delete Audience Member

  Permanently erase a member's data from an audience (GDPR-style forget).

• Action
  Publish Landing Page

  Publish a landing page, making it live.

• Action
  Remove member from audience

  Archives (removes) a member from the specified audience by email.

• Action
  Remove Member from Segment

  Remove a single member from a static segment.

• Action
  Remove tag from member

  Removes the specified tag from the specified member in the audience.

• Action
  Replicate Campaign

  Create a copy of an existing campaign.

• Action
  Resend Campaign to Non-Openers

  Create a resend of a campaign targeted at people who didn't open it.

• Action
  Resume RSS Campaign

  Resume a paused RSS-driven campaign.

• Action
  Schedule Campaign

  Schedule a campaign to send at a future time.

• Action
  Search Audience Tags

  Search for member tags on an audience by name.

• Action
  Search Campaigns

  Search across campaigns by content or metadata.

• Action
  Search Members

  Search for members across audiences by email or name.

• Action
  Send Campaign

  Send a campaign immediately.

• Action
  Send Test Campaign Email

  Send a test copy of a campaign to specified recipients.

• Action
  Set Campaign Content

  Set the HTML and plain-text content of a campaign.

• Action
  Unpublish Landing Page

  Unpublish a landing page, taking it offline.

• Action
  Unschedule Campaign

  Cancel a campaign's scheduled send time.

• Action
  Unsubscribe member

  Sets a member's status to unsubscribed in the specified audience (by email).

• Action
  Update Audience

  Update settings for an audience.

• Action
  Update Automation Email

  Update settings for an Automation workflow email.

• Action
  Update Campaign Settings

  Update settings for an existing campaign.

• Action
  Update Cart

  Update a cart's details.

• Action
  Update Cart Line Item

  Update a line item in a cart.

• Action
  Update File

  Update the name or folder of a stored file.

• Action
  Update Interest

  Update an interest's name or display order.

• Action
  Update Interest Category

  Update an interest category's title or display type.

• Action
  Update Landing Page

  Update a landing page's settings.

• Action
  Update Member Note

  Update an existing note on a member.

• Action
  Update Merge Field

  Update a merge field's settings.

• Action
  Update Order Line Item

  Update a line item on an order.

• Action
  Update Product Image

  Update a product image's settings.

• Action
  Update Promo Code

  Update a promo code's settings.

• Action
  Update Promo Rule

  Update a promo rule's settings.

• Action
  Update Segment

  Update a segment's name or match conditions.

• Action
  Update Store

  Update a store's settings.

• Action
  Update Template

  Update a template's name or content.

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