Integration
Connect Daftra and Shopify
When Client Created fires in Daftra, your agent runs Add customer in Shopify, or New cart in Shopify to Add Invoice in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
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What do you want Daftra and Shopify to do together?
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Setup guide (opens in a new tab)Example flows
What Daftra and Shopify can do together
From Daftra to Shopify
When Client Created in Daftra
then Add customer in Shopify
When Client Updated in Daftra
then Add metafield to customer in Shopify
From Shopify to Daftra
When New cart in Shopify
then Add Invoice in Daftra
When New customer in Shopify
then Add Invoice Payment in Daftra
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Daftra and Shopify
Triggers and actions 26 triggers · 115 actions
Trigger
Client CreatedTriggers when a new client is added to your Daftra account.
Trigger
Client UpdatedTriggers when a client is added or updated in Daftra.
Trigger
Estimate UpdatedTriggers when an estimate (quote) is created or updated in Daftra.
Trigger
Invoice CreatedTriggers when a new invoice (or debit note) is created in Daftra.
Trigger
Invoice UpdatedTriggers when an invoice or debit note is created or updated in Daftra.
Trigger
Journal CreatedTriggers when a new journal entry is created in Daftra.
Trigger
Journal UpdatedTriggers when a journal entry is created or updated in Daftra.
Trigger
Product CreatedTriggers when a new product is added in Daftra.
Trigger
Product UpdatedTriggers when a product is added or updated in Daftra.
Action
Add ClientCreates a new client in Daftra and returns its id and client number.
Action
Add credit noteCreates a credit note for a client in Daftra, optionally against a source invoice, with line items.
Action
Add EstimateCreates a new estimate (quote) for a client in Daftra, with optional line items.
Action
Add ExpenseCreates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
Action
Add InvoiceCreates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
Action
Add Invoice PaymentRecords a payment against an existing Daftra invoice and returns the new payment's id.
Action
Add JournalCreates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
Action
Add ProductCreates a new product, service or bundle in Daftra and returns its id.
Action
Add Refund ReceiptCreates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
Action
Add SupplierCreates a new supplier in Daftra and returns its id.
Action
Delete ClientDeletes a client from Daftra. The client must have no invoices, payments or other related records.
Action
Delete credit noteDeletes a credit note in Daftra by its ID.
Action
Delete EstimateDeletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
Action
Delete ExpenseDeletes an expense in Daftra, along with its related accounting journal and attachments.
Action
Delete InvoiceDeletes a sales invoice in Daftra by its ID.
Action
Delete Invoice PaymentDeletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
Action
Delete ProductDeletes a product, service or bundle in Daftra by its ID.
Action
Delete Refund ReceiptDeletes a refund receipt in Daftra by its ID.
Action
Delete SupplierDeletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
Action
Edit ClientUpdates an existing client in Daftra. Only the fields you fill in are changed.
Action
Edit EstimateUpdates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
Action
Edit ExpenseUpdates an existing expense in Daftra. Only the fields you fill in are changed.
Action
Edit InvoiceUpdates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
Action
Edit Invoice PaymentUpdates an existing invoice payment in Daftra. Only the fields you fill in are changed.
Action
Edit JournalUpdates an existing journal entry in Daftra, replacing its debit and credit lines.
Action
Edit ProductUpdates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
Action
Edit Refund ReceiptUpdates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
Action
Edit SupplierUpdates an existing supplier's business name, contact details, addresses and other details.
Action
Get clientReturns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
Action
Get ExpenseReturns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
Action
Get invoiceReturns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
Action
Get Purchase OrderReturns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
Action
Get Refund ReceiptReturns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
Action
List clientsReturns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
Action
List estimatesReturns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
Action
List invoicesReturns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
Action
List productsReturns 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 noteUpdates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
Trigger
New cartTriggered when a cart is created.
Trigger
New customerPolling trigger that fires for each newly created Shopify customer. Fetches the 50 most recently created customers (sorted by creation date, newest first) via the GraphQL Admin API customers connection.
Trigger
New customer (instant)Triggered when a customer is added.
Trigger
New orderPolls Shopify for orders (most recent first), returning a list of orders.
Trigger
New order (instant)Triggered when an order is created.
Trigger
New paid orderTriggered when an order is paid.
Trigger
New productTriggers when a new product is created in Shopify. Polls the GraphQL Admin API products connection (first 50, sorted by createdAt ascending) and returns each product's id, title, handle, vendor, product_type, status, created_at, updated_at.
Trigger
Order fulfilledTriggered when an order is fulfilled.
Trigger
Order partially fulfilledTriggered when an order is partially fulfilled.
Trigger
Two-way sync new or updated customersPolling fetch body for the two-way customer sync trigger. Lists Shopify customers ordered oldest-to-newest by updated_at (GraphQL customers connection, sortKey: UPDATED_AT, reverse:false, first:250) so newly created or updated customers are surfaced for two-way synchronization.
Trigger
Updated cartTriggered when a cart is updated.
Trigger
Updated customerTriggered when a customer is updated.
Trigger
Updated fulfillment statusPolling trigger: fetches recently-updated Shopify orders (any status) and returns each order's fulfillment status.
Trigger
Updated orderPolls Shopify for recently updated orders (any status), most-recently-updated first.
Trigger
Updated order (instant)Triggered when an order is updated.
Trigger
Updated order payment statusPolling trigger: fires when an order's payment (financial) status changes. Lists the 50 most recently updated orders via the GraphQL Admin API (orders sorted by UPDATED_AT desc) and dedups on order id + financial status so a new event fires only when the payment status changes.
Trigger
Updated productPolling trigger: fires for products that were recently updated. Fetches up to 50 products sorted by update time (most recent first) via the Shopify GraphQL Admin API, projecting id, title, handle, vendor, product_type, status, created_at and updated_at for each.
Action
Activate Inventory Item at LocationStocks an inventory item at a store location so it can hold quantity there, and returns the location's available quantity.
Action
Add customerCreate a new Shopify customer (first name, last name, email, phone, note, tags) via the GraphQL Admin API customerCreate mutation. Returns the created customer's id, email, phone, first/last name and created_at.
Action
Add metafield to customerAdd (set) a metafield on a Shopify customer, with the customer as the metafield owner. Inputs: Customer ID, Namespace, Key, Type (default single_line_text_field), Value. Returns the created/updated metafield's id, namespace, key, type, value.
Action
Add metafield to productAdds a metafield to the specified product.
Action
Add or update customerCreates a new customer if the email does not exist, otherwise updates the existing customer.
Action
Add product imageAdds a new product image from the image at the specified URL.
Action
Add Product OptionAdds one or two new options (for example Size or Color) to an existing product and gives every existing variant a value for them. Does nothing if the product already has an option with that name.
Action
Add tags to customerAdds one or more tags to the customer with the specified email. An error occurs if more than one customer is found. Existing tags on the customer are not removed.
Action
Add tags to orderAdds the given comma-separated tags to a Shopify order (GraphQL Admin API tagsAdd mutation). Existing order tags are preserved; tagsAdd merges new tags onto the current set. Inputs: Order ID (numeric REST id, converted to a gid://shopify/Order GID), Tags (comma-separated). Returns the order GID (id) and the full resulting tag list (tags).
Action
Add transaction to orderAdd a transaction to an order. Captures payment for the order's authorized amount. Inputs: Kind (default capture), Amount, Currency, Parent Transaction ID, plus the Order ID setting. Returns the transaction id, kind, status and order id.
Action
Adjust Inventory QuantityChange an inventory item's available quantity at a location by a positive or negative amount.
Action
Apply gift card adjustmentApply an adjustment (credit) to a Shopify gift card's balance. Inputs: Gift Card ID, Amount, optional Note. Returns the resulting credit transaction id, note, amount, creation time, and the gift card's numeric id.
Action
Change product option namesUpdate a Shopify product's core fields and (re)name its product options. Inputs: Product ID plus optional Title, Body HTML, Handle, Type, Published scope, Tags, Template suffix, Vendor, and Option 1/2/3 name. Returns the updated product id, title, options (name+position), and updated_at.
Action
Change product option names and valuesChange a product's option names and their values. Inputs: Product ID, Option 1/2/3 Name, Option 1/2/3 Values (comma-separated). Returns the product id, title, and the resulting options array.
Action
Complete draft orderCompletes a draft order.
Action
Create Metafield DefinitionCreate a metafield definition (namespace, key, type, validations) for an owner type.
Action
Create Order with Calculated TaxCreates an order for a product variant, with Shopify calculating the tax from the shipping address, and returns the order totals and tax lines.
Action
Create or Update Theme FileCreate or replace a file in a theme. The store's Shopify app needs the write_themes scope.
Action
Create productCreates a new product.
Action
Create product variantCreates a new variant on an existing Shopify product. Inputs: SKU, Price, Weight, Barcode, Option1-3, Compare At Price, Inventory Quantity, plus the Product ID setting. Returns the created variant id, sku, price, title, option1, product_id and inventory_item_id.
Action
Create Product with VariantsCreate a product with up to three options and its variants (price, SKU, barcode, inventory settings) in one step.
Action
Delete item from locationDisconnect (deactivate) an inventory item from a location, removing the inventory level — GraphQL Admin API equivalent of.
Action
Delete productDeletes an existing product.
Action
Delete product variantDeletes an existing product variant.
Action
Delete Theme FileDelete a file from a theme. The store's Shopify app needs the write_themes scope.
Action
Find custom collection by nameReturns details for the specified custom collection. If the custom collection is not found, an error occurs.
Action
Find customer by emailFind a Shopify customer by email address. GraphQL Admin API: customers(first:1, query:"email:...") connection query; returns the first matching customer's email and numeric (legacyResourceId) customer_id.
Action
Find location by nameFind a Shopify location by its exact name and return its Location ID. Fails if no location matches or if more than one location shares the name. (GraphQL Admin API port of the REST locations.json lookup.)
Action
Find ordersFinds orders based upon search criteria. Emits the IDs of any matching orders. Use the "get order" action to fetch details for found orders.
Action
Find product by titleFinds a product by a title search. An error occurs if zero or multiple match.
Action
Find product variant by SKUFind a single Shopify product variant by its SKU. Searches product variants for an exact SKU match, fails if zero or more than one variant matches. Returns the variant's id, sku, price, title, product id, inventory item id, and the full variant object.
Action
Find product variant by titleFinds a product variant by a title search. An error occurs if zero or multiple match.
Action
Get all product ids in custom collectionReturns all products (and their numeric ids) in a given custom collection.
Action
Get Base URLReturns the connected Shopify store's base URL and derives the store subdomain (store_name) from it. Pure-compute helper; makes no Shopify API call (nothing to migrate to GraphQL).
Action
Get customerRetrieve a single Shopify customer by Customer ID. Returns the customer's id, email, phone, state, first/last name, tags, created/updated timestamps, total spent, and orders count.
Action
Get customer metafield valueGet a customer's metafield value by namespace and key. Returns its type, value, and numeric metafield id.
Action
Get fulfillment orderReturns details for the specified order ID and fulfillment order ID. If either the order or fulfillment order is not found, an error occurs. Use the "get fulfillment order ids for order" action to fetch the fulfillment order ids for an order.
Action
Get fulfillment order ids for orderGet the fulfillment order IDs for a Shopify order. Given a numeric Order ID, returns the count of fulfillment orders and their IDs.
Action
Get fulfillment order line itemsLists the line items on a fulfillment order, with the quantity still left to fulfill.
Action
Get inventory itemReturns details for the specified inventory item.
Action
Get inventory quantityGet available inventory quantity for an inventory item, optionally filtered to a single location.
Action
Get locationsRetrieve the list of Shopify store locations. Returns each location's id, legacyResourceId, name, active state, and address.
Action
Get metafields for customerGet all metafields for a Shopify customer by Customer ID. Returns the list of metafield records (id, namespace, key, value, type) for the customer.
Action
Get metafields for productRetrieve all metafields for a product (up to 250). Takes the numeric Product ID setting and returns the list of metafields (id, namespace, key, value, type).
Action
Get orderGet an order from Shopify by its numeric Order ID. Reads the order via the GraphQL Admin API (order(id:) query) and returns its name, email, currency, created date, total price, financial status, fulfillment status, and the full order object.
Action
Get productReturns all fields for the specified product ID. If the product is not found, an error occurs.
Action
Get product count: active productsReturns a count of active products.
Action
Get product count: all productsReturns a count of all products.
Action
Get product count: archived productsReturns the number of archived products in the Shopify store.
Action
Get product count: draft productsReturns the number of draft products in the Shopify store (status:draft).
Action
Get product metafield valueReturns the value of a single product metafield identified by Namespace and Key for the given Product ID.
Action
Get Product OptionsGet a product's options and their values.
Action
Get product variantGet a single Shopify product variant by its numeric Variant ID. Returns id, sku, price, title, inventory_quantity, product_id, inventory_item_id, and the full variant object.
Action
Get product variant by SKULook up a single Shopify product variant by its SKU. Searches product variants for the given SKU, fails if zero or more than one match. Returns the matched variant's id, sku, price, title, product id, inventory item id, and the full variant object.
Action
Get Sales Tax Rates by LocationReturns the sales tax lines and total tax rate that apply at each active store location.
Action
Get Theme FileGet a theme file's contents by theme and filename.
Action
List ThemesList the store's themes, optionally filtered by role.
Action
Move fulfillment order line itemChanges the location which is assigned to fulfill a number of unfulfilled fulfillment order line items.
Action
Order - add discount codeAppend a discount code to an in-progress order object before it is submitted to Shopify. GraphQL-shaped: the discount entry carries DraftOrderAppliedDiscountInput fields (title/code, value, valueType FIXED_AMOUNT|PERCENTAGE, amount) so the assembled order is ready for the draftOrderCreate / draftOrderUpdate GraphQL mutation. Mirrors the REST builder that appended {code, amount, type} to order.discount_codes; same inputs (Code, Type, Amount, Order) and outputs (order, discount_codes).
Action
Order - add line itemAppends a line item to an in-memory order object (built by Order - initialize) before the order is created. Carries the same inputs (Variant ID, Quantity, Price, Total discount, Origin location ID, Is gift card, Fulfillment status).
Action
Order - add line item propertyAdds a custom line-item property (name/value pair) to the LAST line item of an in-flight Shopify order object being assembled in the Order builder chain (initialize -> add line item -> add line item property -> create). Pure in-memory mutation of the draft order; no API call. Returns the updated order object and its JSON encoding. (No REST->GraphQL change applies: this op never called the REST Admin API; it is a local order-builder helper. The eventual draftOrderCreate/orderCreate happens in the separate 'Order - create' op.)
Action
Order - add line item tax lineAdds a tax line to the last line item of an in-memory order payload (builder, no API call). This op shapes the legacy order JSON structure; it does not call Shopify. Same inputs/outputs as the REST builder. Note: this never touched the Shopify REST API, so there is no GraphQL request equivalent — per-line-item user-supplied tax_lines are a REST Order-payload construct with no GraphQL counterpart (GraphQL computes tax lines server-side).
Action
Order - createCreates a new order.
Action
Order - initializeStarts a new Shopify order in your automation from the customer email, currency, billing and shipping addresses, tags, taxes and status you choose. It does not contact Shopify: pass the result through the Order - add steps (line items, discount codes) and then Order - create to place the order.
Action
Remove tags from customerRemove one or more comma-separated tags from a Shopify customer (looked up by email). GraphQL Admin API port: finds the customer via a customers(query:"email:...") query, then calls the tagsRemove mutation with the customer GID and the tag list. Returns the customer's numeric id and remaining tags.
Action
Remove tags from orderRemoves the given comma-separated tags from a Shopify order (by Order ID). Uses the GraphQL Admin API tagsRemove mutation; tags not present are ignored. Returns the order id and its remaining tags.
Action
Send customer inviteSends an account invite to a customer specified by their email address.
Action
Set Product Variant MetafieldCreate or update a metafield value on a product variant.
Action
Two-way sync add or update a customerTwo-way sync: find a Shopify customer by email (or by the previously mapped customer id) and update it, otherwise create a new customer. Sets email, name, phone, note, tags, marketing consent and a single address. GraphQL Admin API port of the legacy REST customers create/update flow. Returns the customer id and updated_at.
Action
Update customerUpdates an existing customer.
Action
Update inventory itemUpdates a Shopify inventory item (sku, cost, tracked, country code of origin, harmonized system code). Takes the numeric Inventory Item ID.
Action
Update inventory quantitySet the absolute available inventory quantity for an inventory item at a specific location. GraphQL inventorySetQuantities mutation (name: available) replacing the REST inventory_levels/set.json endpoint. Returns the resulting available quantity, inventory item id, and location id.
Action
Update orderUpdate an existing Shopify order's financial status by Order ID. Returns the order's numeric id, name, updated timestamp, and financial status.
Action
Update order as fulfilledMarks an order's fulfillment order as fulfilled by creating a fulfillment, optionally attaching tracking number/company and notifying the customer. GraphQL fulfillmentCreateV2 mutation.
Action
Update order line item as fulfilledCreates a fulfillment for an order's fulfillment order (optionally a specific line item) with tracking info, via the GraphQL fulfillmentCreateV2 mutation.
Action
Update productUpdate an existing product in Shopify (GraphQL Admin API, productUpdate mutation). Updates title, description, vendor, product type, tags, and/or status on the product identified by the Product ID setting; only provided fields are changed. Returns the product id, title, handle, status, updated timestamp, and admin GraphQL id.
Action
Update product variantUpdates an existing variant of a Shopify product — its price, compare-at price, SKU, barcode, weight and option values. Fields left blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Daftra and Shopify, answered
What can start an automation from Daftra?
Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shopify when something happens in Daftra?
Any of Shopify's 77 actions, including Create Metafield Definition, Create Order with Calculated Tax, Create or Update Theme File and Create product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shopify to Daftra?
Yes. When something happens in Shopify, your agent can act in Daftra too. This page covers both directions: Shopify's triggers and Daftra's actions are listed here as well.
Do I have to build a connector for Daftra or Shopify?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.