Connect Daftra and OfficeRnD

Both apps 89Daftra 47OfficeRnD 42

• 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
  New Booking

  Triggers when a new booking is added.

• Trigger
  New Company

  Triggers when a new company is added.

• Trigger
  New Contract

  Triggers when a new contract is added.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Invoice

  Triggers when a new invoice is added.

• Trigger
  New Member/Member Status Updated

  Triggers when a new member is added or a member's status changes.

• Trigger
  New Membership

  Triggers when a new membership is added.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added.

• Trigger
  New Post

  Triggers when a new community post is added.

• Trigger
  New Visitor Check-In

  Triggers when a visitor checks in.

• Action
  Add ticket

  Creates a new help-desk ticket in OfficeRnD on behalf of a member.

• Action
  Add ticket comment

  Adds a comment to an existing OfficeRnD ticket on behalf of a member.

• Action
  Add visit

  Records a new visit by a visitor at one of your locations, optionally hosted by a member.

• Action
  Check in member

  Checks a member in to a location in OfficeRnD, returning the new check-in.

• Action
  Create Booking

  Creates a booking of a room, desk or other resource.

• Action
  Create Company

  Creates a new company at a location.

• Action
  Create Event

  Creates a community event at a location.

• Action
  Create Member

  Creates a new member at a location.

• Action
  Create Membership

  Creates a membership on a plan for a member or company.

• Action
  Create One-Off Fee

  Creates a one-off fee for a member or company.

• Action
  Create Opportunity

  Creates a sales opportunity for a member or company.

• Action
  Create Post

  Publishes a community post to one or more locations.

• Action
  Create Visitor

  Registers a new visitor.

• Action
  Delete member

  Deletes a member from your OfficeRnD organization and returns the deleted member's details.

• Action
  Find Booking

  Finds a booking by ID or reference and returns the first match.

• Action
  Find Company

  Finds a company by ID, name or email and returns the first match.

• Action
  Find Location

  Finds a location by ID or name and returns the first match.

• Action
  Find Member

  Finds a member by ID, name or email and returns the first match.

• Action
  Find opportunities

  Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.

• Action
  Find payments

  Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.

• Action
  Find plans

  Finds billing plans by name, code, ID, location or date, returning the matching plans.

• Action
  Find resources

  Finds rooms, desks and other space resources by name, ID, location or type.

• Action
  Find tickets

  Returns support tickets matching the filters you give, such as status, company, member or location.

• Action
  Find visitors

  Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.

• Action
  Terminate contract

  Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.

• Action
  Update Booking

  Updates the time, resource or details of an existing booking.

• Action
  Update company

  Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.

• Action
  Update event

  Updates the title or venue of an existing community event in OfficeRnD.

• Action
  Update member

  Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.

• Action
  Update membership

  Updates an existing membership's price, start date, end date or custom properties.

• Action
  Update opportunity

  Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.

• Action
  Update ticket

  Updates an existing support ticket's subject, message, severity, priority or status.

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