Connect Daftra and Omnisend

Both apps 85Daftra 47Omnisend 38

• 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 Contact

  Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.

• Trigger
  Updated Contacts

  Triggers when a contact is created or updated in Omnisend, newest changes first.

• Action
  Add email template

  Creates a new email template in Omnisend with a name, general style settings and content sections.

• Action
  Add product

  Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.

• Action
  Add product category

  Creates a new product category in your Omnisend store.

• Action
  Add segment

  Creates a new contact segment in Omnisend from a name and a set of condition rules.

• Action
  Add tags to contacts

  Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.

• Action
  Cancel Campaign

  Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.

• Action
  Copy Campaign

  Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.

• Action
  Create Campaign

  Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.

• Action
  Create Subscriber

  Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.

• Action
  Delete Campaign

  Deletes a campaign from your Omnisend account.

• Action
  Delete Email Template

  Deletes an email template from your Omnisend account by its ID.

• Action
  Delete Image

  Deletes an image from the Omnisend image library by its ID.

• Action
  Delete product

  Deletes a product from the Omnisend product catalog by its ID.

• Action
  Delete Segment

  Permanently deletes a segment in Omnisend.

• Action
  Find Campaign

  Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.

• Action
  Find Campaigns

  Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.

• Action
  Find Email Template

  Returns a single email template, including its name, layout sections and general settings, looked up by its ID.

• Action
  Find Email Templates

  Returns email templates whose names contain the given text.

• Action
  Find Image

  Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.

• Action
  Find Images

  Returns images in your Omnisend library whose names contain the search text.

• Action
  Find Segment

  Returns an Omnisend segment by its ID, including its name, status and condition rules.

• Action
  Find Segments

  Finds segments whose name contains the given text.

• Action
  Get contact

  Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.

• Action
  Get product

  Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.

• Action
  Get Segment Statistics

  Returns statistics for a segment, including how many contacts it currently contains.

• Action
  Import Email Template

  Creates a new Omnisend email template by importing raw HTML. Returns the created template.

• Action
  List contacts

  Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.

• Action
  Remove tags from contacts

  Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.

• Action
  Render Email Template

  Renders an email template and returns its full HTML body for preview.

• Action
  Send Customer Event

  Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.

• Action
  Update Campaign

  Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.

• Action
  Update contact

  Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.

• Action
  Update email template

  Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.

• Action
  Update product

  Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.

• Action
  Update segment

  Updates an existing segment's name and rules. The segment can't be updated while it is being built.

• Action
  Upload Image

  Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.

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