Connect Daftra and OpenAI

Both apps 121Daftra 47OpenAI 74

• 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 batch

  List your organization's batches.

• Trigger
  New file

  Returns a list of files.

• Trigger
  New model

  Lists the currently available models.

• Trigger
  New vector store

  Returns a list of vector stores.

• Trigger
  New video

  List recently generated videos for the current project.

• Action
  Cancel batch

  Cancels an in-progress batch.

• Action
  Cancel run

  Cancels a run that is in_progress.

• Action
  Cancel vector store file batch

  Cancel a vector store file batch.

• Action
  Content moderation

  Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.

• Action
  Count input tokens

  Returns input token counts of the request.

• Action
  Create assistant

  Create an assistant with a model and instructions.

• Action
  Create chat completion

  Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.

• Action
  Create completion

  Creates a completion for the provided prompt and parameters.

• Action
  Create embedding

  Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).

• Action
  Create message

  Create a message.

• Action
  Create run

  Create a run.

• Action
  Creates and executes a batch from an uploaded file of requests

  Creates and executes a batch from an uploaded file of requests

• Action
  Create thread

  Create a thread.

• Action
  Create thread and run

  Create a thread and run it in one request.

• Action
  Create vector store

  Create a vector store.

• Action
  Create vector store file

  Create a vector store file by attaching a File to a vector store.

• Action
  Create vector store file batch

  Create a vector store file batch.

• Action
  Create video edit job

  Create a new video generation job by editing a source or existing generated video.

• Action
  Create video extension

  Create an extension of a completed video.

• Action
  Create video generation job

  Create a new video generation job from a prompt and optional reference assets.

• Action
  Create video remix

  Create a remix of a completed video using a refreshed prompt.

• Action
  Delete assistant

  Delete an assistant.

• Action
  Delete eval run

  Delete an eval run.

• Action
  Delete file

  Delete a file and remove it from all vector stores.

• Action
  Delete message

  Deletes a message.

• Action
  Delete thread

  Delete a thread.

• Action
  Delete vector store

  Delete a vector store.

• Action
  Delete vector store file

  Delete a vector store file (removes from store, file itself not deleted).

• Action
  Delete video

  Permanently delete a completed or failed video and its stored assets.

• Action
  Download video content

  Download the generated video bytes or a derived preview asset.

• Action
  Edit image

  Creates an edited or extended image given one or more source images and a prompt.

• Action
  Generate image

  Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.

• Action
  Generate speech

  Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.

• Action
  Get assistant

  Retrieves an assistant.

• Action
  Get batch

  Retrieves a batch.

• Action
  Get file

  Returns information about a specific file.

• Action
  Get file content

  Returns the contents of the specified file.

• Action
  Get message

  Retrieve a message.

• Action
  Get model

  Retrieves a model instance.

• Action
  Get run

  Retrieves a run.

• Action
  Get run step

  Retrieves a run step.

• Action
  Get thread

  Retrieves a thread.

• Action
  Get vector store

  Retrieves a vector store.

• Action
  Get vector store file

  Retrieves a vector store file.

• Action
  Get vector store file batch

  Retrieves a vector store file batch.

• Action
  Get vector store file content

  Retrieve the parsed contents of a vector store file.

• Action
  Get video

  Fetch the latest metadata for a generated video.

• Action
  List conversation items

  List all items for a conversation with the given ID.

• Action
  List files

  Lists files that have been uploaded to your OpenAI account.

• Action
  List messages

  Returns a list of messages for a given thread.

• Action
  List models

  Lists the models currently available to your account.

• Action
  List runs

  Returns a list of runs belonging to a thread.

• Action
  List run steps

  Returns a list of run steps belonging to a run.

• Action
  List vector store file batch files

  Returns a list of vector store files in a batch.

• Action
  List vector store files

  Returns a list of vector store files.

• Action
  OpenAI agent message

  Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Retrieve response

  Retrieves a previously created model response by its Response ID.

• Action
  Search vector store

  Search a vector store for relevant chunks based on a query and filter.

• Action
  Send model a message

  Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.

• Action
  Submit tool outputs to run

  Submit tool outputs when a run requires action.

• Action
  Transcribe audio

  Transcribes audio into the input language.

• Action
  Translate audio

  Translates audio into English.

• Action
  Update assistant

  Modifies an assistant.

• Action
  Update message

  Modifies a message.

• Action
  Update run

  Modifies a run.

• Action
  Update thread

  Modifies a thread.

• Action
  Update vector store

  Modifies a vector store.

• Action
  Update vector store file attributes

  Update attributes on a vector store file.

• Action
  Upload file

  Upload a file that can be used across various endpoints.

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