Connect Daftra to Recruit CRM

Both apps 131Daftra 47Recruit CRM 84

• 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.

• Action
  Add Call Log

  Add a new call log.

• Action
  Add Candidate

  Add a new Candidate.

• Action
  Add Company

  Add a new Company.

• Action
  Add Contact

  Add a new contact.

• Action
  Add Deal

  Add a new deal.

• Action
  Add Hotlist

  Add a new hotlist.

• Action
  Add Invoice

  Add a new invoice.

• Action
  Add Job

  Add a new job.

• Action
  Add Meeting

  Add a new Meeting.

• Action
  Add Note

  Add a new note.

• Action
  Add Task

  Add a new Task.

• Action
  Add to Hotlist

  Adds new record to a hotlist.

• Action
  Apply Candidate to Job

  Applies a candidate to a job.

• Action
  Assign Candidate

  Assign a candidate to a job.

• Action
  Candidate Email Opt Out

  Opt-in or Opt-out candidate from email

• Action
  Contact Email Opt Out

  Opt-in or Opt-out contact from email

• Action
  Delete Call Log

  Deletes a call log by ID.

• Action
  Delete Candidate

  Deletes a candidate by slug.

• Action
  Delete Company

  Deletes a company by slug.

• Action
  Delete Contact

  Deletes a contact by slug.

• Action
  Delete Deal

  Deletes a deal by slug.

• Action
  Delete Hotlist

  Deletes a hotlist by ID.

• Action
  Delete Invoice

  Deletes an invoice by ID.

• Action
  Delete Job

  Deletes a job by slug.

• Action
  Delete Meeting

  Deletes a meeting by ID.

• Action
  Delete Note

  Deletes a note by ID.

• Action
  Delete Placement

  Deletes a placement by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Enroll Candidate in Sequence

  Enroll Candidate in Sequence

• Action
  Enroll Contact in Sequence

  Enroll Contact in Sequence

• Action
  Find Call Logs

  Finds a call log based on related entity, call date and call updated date.

• Action
  Find Candidates

  Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

• Action
  Find Companies

  Finds a company based on company name, company created date, company updated date owner id, owner name and owner email.

• Action
  Find Contacts

  Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

• Action
  Find Deals

  Finds a deal based on deal name, deal stage, company name, company slug, contact name, contact slug, candidate name, candidate slug, job name, job slug, owner name, deal closing date, deal added date, deal updated date, owner id and owner email.

• Action
  Find Enrollment Details

  Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

• Action
  Find Hotlists

  Finds a hotlist based on related entity, hotlist name and hotlist shared status.

• Action
  Find Invoices

  Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).

• Action
  Find Jobs

  Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.

• Action
  Find Meetings

  Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.

• Action
  Find Notes

  Finds a note based on related entity, note added date and note updated date.

• Action
  Find Placements

  Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.

• Action
  Find Tasks

  Finds a task based on task title, related entity, task date, task created date, task updated date, owner id, owner name and owner email.

• Action
  Get Call Log

  Returns one call log by ID.

• Action
  Get Candidate

  Returns one candidate by slug.

• Action
  Get Company

  Returns one company by slug.

• Action
  Get Contact

  Returns one contact by slug.

• Action
  Get Deal

  Returns one deal by slug.

• Action
  Get Hotlist

  Returns one hotlist by ID.

• Action
  Get Invoice by ID

  Gets a single invoice by ID.

• Action
  Get Job

  Returns one job by slug.

• Action
  Get Meeting

  Returns one meeting by ID.

• Action
  Get Note

  Returns one note by ID.

• Action
  Get Placement

  Returns one placement by ID.

• Action
  Get Task

  Returns one task by ID.

• Action
  List Users

  Returns all users in the Recruit CRM account.

• Action
  Mark Candidates as Available

  Mark Candidates as Available

• Action
  Mark Candidates as Off Limit

  Mark Candidates as Off Limit with reason

• Action
  Mark Companies as Available

  Mark Companies as Available

• Action
  Mark Companies as Off Limit

  Mark Companies as Off Limit with reason

• Action
  Mark Contacts as Available

  Mark Contacts as Available

• Action
  Mark Contacts as Off Limit

  Mark Contacts as Off Limit with reason

• Action
  Pitch Candidate to Contact

  Pitches a candidate to a contact.

• Action
  Remove from Hotlist

  Removes records from a hotlist.

• Action
  Unassign Candidate

  unassign a candidate from the job.

• Action
  Unenroll Candidate From Sequence

  Unenroll Candidate From Sequence

• Action
  Unenroll Contact From Sequence

  Unenroll Contact From Sequence

• Action
  Update Call Log

  Updates a call log.

• Action
  Update Candidate

  Updates a candidate.

• Action
  Update Candidate Hiring Stage

  Update the candidate's hiring stage for a job. Optionally enable 'Create Placement' to also create a placement for this candidate-job.

• Action
  Update Candidate Name

  Updates a candidate's first and last name in Recruit CRM.

• Action
  Update Candidate Visibility

  Update the candidate's visibility in a job.

• Action
  Update Company

  Updates a company.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Deal

  Updates a deal.

• Action
  Update Hotlist

  Updates a hotlist.

• Action
  Update Invoice

  Updates an existing invoice.

• Action
  Update Job

  Updates a job.

• Action
  Update Meeting

  Updates a meeting.

• Action
  Update Note

  Updates a note.

• Action
  Update Pitch Stage

  Updates the pitch stage of a candidate pitched to a contact.

• Action
  Update Placement

  Updates an existing placement.

• Action
  Update Task

  Updates a task.

• Action
  Upload File to Files Section

  Uploads file to file section of an entity

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