Connect Daftra and Slack

Both apps 122Daftra 47Slack 75

• 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 Channel

  Triggers when a new channel is created in the workspace.

• Trigger
  New Channel (instant)

  Triggers when a new channel is created (Slack event channel_created).

• Trigger
  New Channel Member

  Triggers when a member joins a chosen channel (Slack event member_joined_channel).

• Trigger
  New File (instant)

  Triggers when a new file is uploaded to the workspace (Slack event file_created).

• Trigger
  New Mention (instant)

  Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.

• Trigger
  New Message Posted to Channel

  Triggers when a message is posted to a chosen channel (Slack event message.channels).

• Trigger
  New Message Posted to Private Channel

  Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).

• Trigger
  New Pinned Item

  Triggers when an item is pinned in a channel.

• Trigger
  New Public Message Posted Anywhere

  Triggers when a message is posted to any public channel (Slack event message.channels).

• Trigger
  New Reaction Added

  Triggers when an emoji reaction is added to a message (Slack event reaction_added).

• Trigger
  New Saved Message

  Triggers when a message or file is saved (starred) (Slack event star_added).

• Trigger
  New Team Custom Emoji

  Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).

• Trigger
  New Thread Reply

  Triggers when a new reply is added to a message thread.

• Trigger
  New User

  Triggers when a new user joins the workspace. Polling; deduped by user id.

• Trigger
  New User (instant)

  Triggers when a new user joins the workspace (Slack event team_join).

• Action
  Add Bookmark

  Add a bookmark to a channel.

• Action
  Add Reaction

  Add an emoji reaction to a message.

• Action
  Add Star

  Save a message or file by starring it.

• Action
  Archive Channel

  Archive a channel.

• Action
  Complete Reminder

  Mark a reminder as complete.

• Action
  Create Canvas

  Create a standalone canvas document.

• Action
  Create Channel

  Create a new public or private channel.

• Action
  Create Channel Canvas

  Create a canvas attached to a channel.

• Action
  Create Reminder

  Create a reminder for a user at a specified time.

• Action
  Delete Canvas

  Delete a canvas.

• Action
  Delete File

  Delete a file from the workspace.

• Action
  Delete Message

  Delete a message from a channel by timestamp.

• Action
  Delete Reminder

  Delete a reminder.

• Action
  Delete Scheduled Message

  Cancel a scheduled message before it is sent.

• Action
  Edit Bookmark

  Edit an existing channel bookmark.

• Action
  Edit Canvas

  Edit the content of a canvas.

• Action
  Find Channel by Name

  List channels filtered to locate a channel by name (client filters the returned list).

• Action
  Find User by Email

  Look up a Slack user by their email address.

• Action
  Get Channel Messages

  Fetch the message history of a channel.

• Action
  Get File Info

  Get information about a file.

• Action
  Get Message Permalink

  Get a permanent link to a specific message.

• Action
  Get Message Reactions

  Get the emoji reactions on a message.

• Action
  Get Team Info

  Get information about the workspace.

• Action
  Get Thread Replies

  Get the replies in a message thread.

• Action
  Get User Info

  Get profile information for a Slack user by ID.

• Action
  Get User Presence

  Get a user's current presence status.

• Action
  Get User Profile

  Get a user's profile fields.

• Action
  Invite User to Channel

  Invite one or more users to a channel (comma-separated user IDs).

• Action
  Join Channel

  Join a public channel.

• Action
  Leave Channel

  Leave a channel.

• Action
  List Bookmarks

  List the bookmarks in a channel.

• Action
  List Channel Members

  List the members of a channel.

• Action
  List Channels

  List channels in the workspace (public and private).

• Action
  List Custom Emojis

  List the workspace's custom emojis.

• Action
  List Files

  List files in the workspace, optionally filtered by channel or user.

• Action
  List Pinned Items

  List the items pinned in a channel.

• Action
  List Scheduled Messages

  List messages scheduled to be sent later.

• Action
  List User Groups

  List the workspace's user groups.

• Action
  List Users

  List all users in the workspace.

• Action
  List User's Channels

  List the channels a user is a member of.

• Action
  Mark Channel Read

  Set the read cursor position in a channel.

• Action
  Pin Message

  Pin a message to a channel.

• Action
  Remove Bookmark

  Remove a bookmark from a channel.

• Action
  Remove Reaction

  Remove an emoji reaction from a message.

• Action
  Remove Star

  Remove a star from a message or file.

• Action
  Remove User from Channel

  Remove a member from a channel.

• Action
  Rename Channel

  Rename a channel.

• Action
  Schedule Message

  Schedule a message to be sent to a channel at a future Unix time.

• Action
  Search Files

  Search files across the workspace.

• Action
  Search Messages

  Search messages across the workspace.

• Action
  Send Direct Message

  Open a DM with a user and post a message to it.

• Action
  Send Ephemeral Message

  Send a message in a channel that is visible only to one user.

• Action
  Send Message

  Post a message to a channel, private group, or DM.

• Action
  Set Channel Purpose

  Set the purpose (description) for a channel.

• Action
  Set Channel Topic

  Set the topic for a channel.

• Action
  Set User Presence

  Set the authenticated user's presence status.

• Action
  Unarchive Channel

  Restore an archived channel.

• Action
  Unpin Message

  Remove a pinned message from a channel.

• Action
  Update Message

  Update an existing message in a channel by timestamp.

• Action
  Upload File

  Upload a file and share it to one or more channels.

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