Connect Daftra and ManyContacts

Both apps 77Daftra 47ManyContacts 30

• 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
  Contact Created

  Triggers when a new contact appears in ManyContacts.

• Action
  Add Contact Custom Field

  Creates or updates one custom field value on a ManyContacts contact.

• Action
  Add Contact Tag

  Adds a tag to a ManyContacts contact and returns the contact with its tags.

• Action
  Add Contact Tag by Name

  Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.

• Action
  Add Contact to Team

  Adds a ManyContacts contact to a team and returns the contact.

• Action
  Add Internal Note Contact

  Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.

• Action
  Assign Contact

  Assigns a ManyContacts contact to a user (agent) and returns the updated contact.

• Action
  Close Conversation

  Closes a ManyContacts contact's conversation and returns the updated contact.

• Action
  Contact Create or Update

  Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.

• Action
  Create Contact

  Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.

• Action
  Create Tag

  Creates a ManyContacts tag with a name and optional color.

• Action
  Delete Tag

  Deletes a ManyContacts tag.

• Action
  Find Contact by Phone

  Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.

• Action
  Get Contact

  Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.

• Action
  List Contacts

  Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.

• Action
  List Tags

  Returns ManyContacts tags, optionally filtered by part of the name.

• Action
  List Teams

  Returns the ManyContacts organization's teams with their members.

• Action
  List Templates

  Returns the approved, visible WhatsApp templates in ManyContacts.

• Action
  List Users

  Returns the ManyContacts organization's users (agents), including whether each is an AI agent.

• Action
  Move Contact to Stage

  Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.

• Action
  Open Conversation

  Reopens a ManyContacts contact's conversation and returns the updated contact.

• Action
  Remove Contact from Team

  Removes a ManyContacts contact from a team and returns the contact.

• Action
  Remove Contact Tag

  Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.

• Action
  Send Interactive Message

  Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.

• Action
  Send Template Message

  Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.

• Action
  Send WhatsApp Message

  Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.

• Action
  Start Chatbot

  Sends the chatbot's first message to a ManyContacts contact.

• Action
  Unassign Contact

  Removes the user assignment from a ManyContacts contact and returns the updated contact.

• Action
  Update Contact

  Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.

• Action
  Update Tag

  Renames or recolors a ManyContacts tag.

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