Connect Daftra to Microsoft Teams

Both apps 74Daftra 47Microsoft Teams 27

• 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
  Add Member To Team

  Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.

• Action
  Archive Team

  Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.

• Action
  Chats Get All Chats

  Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.

• Action
  Chats Get All Messages

  Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.

• Action
  Create Meeting

  Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.

• Action
  Create Team

  Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.

• Action
  Delete Team

  Tool to delete a microsoft teams team. use after confirming the target team id.

• Action
  Get Channel

  Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.

• Action
  Get Chat Message

  Tool to get a specific chat message. use after confirming chat id and message id.

• Action
  Get Team

  Tool to get a specific team. use when full details of one team by id are needed.

• Action
  List Message Replies

  Tool to list replies to a channel message. use after obtaining team, channel, and message ids.

• Action
  List Team Members

  Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.

• Action
  List Users

  Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.

• Action
  Teams Create Channel

  Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.

• Action
  Teams Create Chat

  Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.

• Action
  Teams Get Message

  Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.

• Action
  Teams List

  Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.

• Action
  Teams List Channels

  Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.

• Action
  Teams List Chat Messages

  Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.

• Action
  Teams List People

  Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.

• Action
  Teams Post Channel Message

  Posts a new text or html message to a specified channel in a microsoft teams team.

• Action
  Teams Post Chat Message

  Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.

• Action
  Teams Post Message Reply

  Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.

• Action
  Unarchive Team

  Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.

• Action
  Update Channel Message

  Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.

• Action
  Update Chat Message

  Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.

• Action
  Update Team

  Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.

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