Connect Daftra and OneDrive

Both apps 90Daftra 46OneDrive 44

• 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 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
  File Updated

  Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

• Trigger
  Item Moved or Renamed

  Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

• Trigger
  New Version Created

  Trigger that fires when a new version of a specified OneDrive file is created.

• Trigger
  Onedrivebasetrigger

  Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

• Trigger
  OneDrive File Created Trigger

  Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Folder Created Trigger

  Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Deleted Trigger

  Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Updated Trigger

  Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.

• Trigger
  Sharing Permission Added or Removed

  Sharing Permission Added or Removed

• Action
  Copy Item

  Tool to copy a driveitem (file or folder) to a new location asynchronously. use when you need to duplicate an item, optionally renaming it or specifying a different parent folder. the operation is asynchronous; the response provides a url to monitor the copy progress.

• Action
  Create Link

  Tool to create a sharing link for a driveitem (file or folder) by its unique id. use when you need to generate a shareable link for an item in onedrive or sharepoint.

• Action
  Delete Item

  Tool to delete a driveitem (file or folder) by its unique id from the authenticated user's onedrive. use when you need to remove an item from onedrive. this action moves the item to the recycle bin, not permanently deleting it.

• Action
  Download File

  Downloads a file from a user's onedrive using its item id, which must refer to a file and not a folder.

• Action
  Get Drive

  Retrieves the properties and relationships of a drive resource by its unique id. use this action when you need to get details about a specific onedrive, user's onedrive, group's document library, or a site's document library.

• Action
  Get Item

  Retrieves the metadata of a driveitem by its unique id. use this tool to get information about a specific file or folder in onedrive when you have its id. if a `drive id` is not provided, it defaults to the user's main drive.

• Action
  Get Item Permissions

  Retrieves the permissions of a driveitem by its unique id or path within a specific drive. use when you need to check who has access to a file or folder and what level of access they have.

• Action
  Get Item Thumbnails

  Tool to retrieve the thumbnails associated with a driveitem. use when you need to display visual previews of files.

• Action
  Get Item Versions

  Tool to retrieve the version history of a driveitem by its unique id. use when you need to access or list previous versions of a file.

• Action
  Get Quota

  Tool to retrieve the quota information for the authenticated user's onedrive. use this action to check the storage space details like total, used, and remaining space on the user's onedrive.

• Action
  Get Recent Items

  Retrieves a list of items that have been recently used by the authenticated user. this tool is useful when you need to access or display files and folders that the user has interacted with recently across their onedrive and accessible shared drives.

• Action
  Get Shared Items

  Tool to retrieve a list of items that have been shared with the authenticated user. use this action to get details of files and folders shared with the current user.

• Action
  Get Sharepoint List Items

  Tool to get the items (list items) within a specific sharepoint list on a site. use when you need to retrieve data from a sharepoint list.

• Action
  Get Site Details

  Retrieves metadata for a specific sharepoint site by its id. use this action when you need to get details like display name, web url, and creation/modification dates for a known sharepoint site.

• Action
  Get Site Page Content

  Gets the content of a modern sharepoint site page. use when you need to retrieve the details and content of a specific page within a sharepoint site.

• Action
  Invite User To Drive Item

  Tool to invite users or grant permissions to a specific item in a onedrive drive. use when you need to share a file or folder with other users and define their access level (e.g., read or write).

• Action
  List Drive Item Activities

  Tool to list recent activities for a specific item in a onedrive drive. use when you need to track changes or actions performed on a file or folder.

• Action
  List Drives

  Tool to retrieve a list of drive resources available to the authenticated user, or for a specific user, group, or site. use when you need to find out what drives are accessible.

• Action
  List Root Drive Changes

  Tool to list changes in the root of the user's primary drive using a delta token. use when you need to track file and folder modifications, additions, or deletions in the main onedrive directory.

• Action
  List Sharepoint List Items Delta

  Tool to track changes to items in a sharepoint list using a delta query. use when you need to get newly created, updated, or deleted list items without performing a full read of the entire item collection.

• Action
  List Site Columns

  Tool to list all column definitions for a sharepoint site. use this when you need to retrieve the schema or structure of columns within a specific sharepoint site.

• Action
  List Site Drive Items Delta

  Tool to track changes to driveitems in the default document library of a sharepoint site. use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items.

• Action
  List Site Lists

  Tool to list all lists under a specific sharepoint site. use when you need to enumerate lists within a known site.

• Action
  List Site Subsites

  Tool to list all subsites of a sharepoint site. use when you need to retrieve a collection of subsites for a given parent site.

• Action
  List Subscriptions

  Tool to list the current subscriptions for the authenticated user or app. use this to retrieve details of existing webhook subscriptions.

• Action
  Move Item

  Tool to move a file or folder to a new parent folder in onedrive. use when you need to reorganize your files or folders by changing their location. you can optionally rename the item during the move.

• Action
  Onedrive Create Folder

  Creates a new folder in the user's onedrive, automatically renaming on conflict, optionally within a specified parent folder (by id or full path from root) which, if not the root, must exist and be accessible.

• Action
  Onedrive Create Text File

  Creates a new text file with specified content in a onedrive folder, using either the folder's unique id or its absolute path (paths are automatically resolved to ids); note that onedrive may rename or create a new version if the filename already exists.

• Action
  Onedrive Find File

  Non-recursively finds an item (file or folder) in a specified onedrive folder; if `folder` is provided as a path, it must actually exist.

• Action
  Onedrive Find Folder

  Finds folders by name within an accessible parent folder in onedrive, or lists all its direct child folders if no name is specified.

• Action
  Onedrive List Items

  Retrieves all files and folders as `driveitem` resources from the root of a specified user's onedrive, automatically handling pagination.

• Action
  Onedrive Upload File

  Uploads a file to a specified onedrive folder, automatically renaming on conflict and supporting large files via chunking.

• Action
  Preview Drive Item

  Generates or retrieves a short-lived embeddable url for a preview of a specific item. use when you need to display a temporary preview of a file.

• Action
  Search Items

  Searches for driveitems in onedrive that match the specified query. use this to find files or folders based on keywords.

• Action
  Update Drive Item Metadata

  Tool to update the metadata of a specific item (file or folder) in onedrive. use this to rename items, change descriptions, or move items to a new parent folder.

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