Connect Daftra and Postman

Both apps 78Daftra 47Postman 31

• 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 Collection

  Triggered when a new collection is created.

• Trigger
  New Environment

  Triggers when you need to list environments. Optionally filter by workspace.

• Trigger
  New Mock Server

  Triggers when you need to list mock servers. Optionally filter by workspace.

• Trigger
  New Monitor

  Triggered when a new monitor is created in Postman.

• Trigger
  New Workspace

  Triggered when a new workspace is created.

• Action
  Create Collection

  Creates a new Postman collection.

• Action
  Create Environment

  Creates a new Postman environment with optional variables.

• Action
  Create Folder

  Creates a folder inside a collection.

• Action
  Create Mock Server

  Creates a new mock server from a collection.

• Action
  Create Monitor

  Creates a new Postman monitor for a collection.

• Action
  Create Request

  Creates a new request in a Postman collection.

• Action
  Create Workspace

  Creates a new Postman workspace.

• Action
  Delete Collection

  Delete a collection by ID.

• Action
  Delete Environment

  Delete an environment by ID.

• Action
  Delete Mock Server

  Delete a mock server by ID.

• Action
  Delete Monitor

  Delete a monitor by ID.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Find Collection by ID

  Returns a single collection by ID.

• Action
  Find Environment by ID

  Returns a single environment by ID.

• Action
  Find Mock Server by ID

  Returns a single mock server by ID.

• Action
  Find Monitor by ID

  Returns a single monitor by ID.

• Action
  Find Workspace by ID

  Returns a single workspace by ID.

• Action
  List Collections

  List all collections accessible to the API key, optionally filtered by workspace.

• Action
  List Environments

  List all environments accessible to the API key, optionally filtered by workspace.

• Action
  List Workspaces

  List all workspaces accessible to the API key.

• Action
  Run Monitor

  Runs a Postman monitor and returns the run results.

• Action
  Update Collection

  Replaces an existing collection with the name, requests and settings you supply.

• Action
  Update Environment

  Updates an existing environment.

• Action
  Update Mock Server

  Update a mock server's config.

• Action
  Update Monitor

  Updates an existing monitor.

• Action
  Update Workspace

  Updates an existing workspace.

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