Connect Daftra and Smartsheet via API Token

Both apps 150Daftra 47Smartsheet via API Token 103

• 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
  List contacts

  List contacts

• Trigger
  List dashboards

  List dashboards

• Trigger
  List org groups

  List org groups

• Trigger
  List reports

  List reports

• Trigger
  List sheets

  List sheets

• Trigger
  List workspaces

  List workspaces

• Trigger
  New favorite

  Triggers when a new item is added to your favorites.

• Trigger
  New row

  Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.

• Trigger
  New search result

  Triggers when a new item matches your search query.

• Action
  Add columns

  Add columns

• Action
  Add favorites

  Add favorites

• Action
  Add image to cell

  Add image to cell

• Action
  Add rows

  Add one or more rows to a sheet. Provide an array of row objects with cells.

• Action
  Add summary fields

  Add summary fields

• Action
  Attach file or URL to comment

  Attach file or URL to comment

• Action
  Attach file or URL to row

  Attach file or URL to row

• Action
  Attach file or URL to sheet

  Attach file or URL to sheet

• Action
  Attach new version

  Attach new version

• Action
  Copy folder

  Copy folder

• Action
  Copy rows to another sheet

  Copy rows to another sheet

• Action
  Copy sheet

  Copy sheet

• Action
  Copy workspace

  Copy workspace

• Action
  Create a comment

  Create a comment

• Action
  Create a discussion on a row

  Create a discussion on a row

• Action
  Create an update request

  Create an update request

• Action
  Create cross-sheet references

  Create cross-sheet references

• Action
  Create discussion

  Create discussion

• Action
  Create folder

  Create a folder in the user's Home.

• Action
  Create folder in workspace

  Create folder in workspace

• Action
  Create proof

  Create proof

• Action
  Create proof discussion

  Create proof discussion

• Action
  Create proof request

  Create proof request

• Action
  Create sheet

  Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.

• Action
  Create sheet in folder

  Create sheet in folder

• Action
  Create sheet in workspace

  Create sheet in workspace

• Action
  Create workspace

  Create workspace

• Action
  Delete a comment

  Delete a comment

• Action
  Delete a discussion

  Delete a discussion

• Action
  Delete an update request

  Delete an update request

• Action
  Delete attachment

  Delete attachment

• Action
  Delete column

  Delete column

• Action
  Delete favorites

  Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.

• Action
  Delete folder

  Delete folder

• Action
  Delete report

  Delete report

• Action
  Delete rows

  Delete rows

• Action
  Delete sent update request

  Delete sent update request

• Action
  Delete sheet

  Delete a sheet by id.

• Action
  Delete summary fields

  Delete summary fields

• Action
  Delete workspace

  Delete workspace

• Action
  Edit a comment

  Edit a comment

• Action
  Get a comment

  Get a comment

• Action
  Get an update request

  Get an update request

• Action
  Get attachment

  Get attachment

• Action
  Get column

  Get column

• Action
  Get contact

  Get contact

• Action
  Get cross-sheet reference

  Get cross-sheet reference

• Action
  Get discussion

  Get discussion

• Action
  Get folder metadata

  Get folder metadata

• Action
  Get proof

  Get proof

• Action
  Get report

  Get report

• Action
  Get row

  Get a single row from a sheet by row id.

• Action
  Get sent update request

  Get sent update request

• Action
  Get sheet

  Get a sheet by id, including its rows and columns.

• Action
  Get sheet summary

  Get sheet summary

• Action
  Get summary fields

  Get summary fields

• Action
  Get user

  Get user

• Action
  Get workspace

  Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.

• Action
  Is favorite

  Is favorite

• Action
  List attachments

  List attachments

• Action
  List columns

  List all columns of a sheet.

• Action
  List contents

  List contents

• Action
  List cross-sheet references

  List cross-sheet references

• Action
  List discussion attachments

  List discussion attachments

• Action
  List discussions

  List discussions

• Action
  List discussions with a row

  List discussions with a row

• Action
  List folder children

  List folder children

• Action
  List folders

  List the folders in the user's Home.

• Action
  List proof attachments

  List proof attachments

• Action
  List proofs

  List proofs

• Action
  List row attachments

  List row attachments

• Action
  List sheet rows

  Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).

• Action
  List sheets

  List all sheets the user has access to.

• Action
  Lists sent update requests

  Lists sent update requests

• Action
  List update requests

  List update requests

• Action
  List workspace children

  List workspace children

• Action
  List workspaces

  List all workspaces the user has access to.

• Action
  Move folder

  Move folder

• Action
  Move rows to another sheet

  Move rows to another sheet

• Action
  Move sheet

  Move sheet

• Action
  Search

  Search across all sheets the user can access for the given text.

• Action
  Search sheet

  Search a specific sheet for the given text.

• Action
  Send report via email

  Send report via email

• Action
  Send rows via email

  Send rows via email

• Action
  Send sheet via email

  Send sheet via email

• Action
  Sort rows in sheet

  Sort rows in sheet

• Action
  Update an update request

  Update an update request

• Action
  Update column

  Update column

• Action
  Update folder

  Update folder

• Action
  Update proof status

  Update proof status

• Action
  Update rows

  Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.

• Action
  Update sheet

  Update sheet

• Action
  Update summary fields

  Update summary fields

• Action
  Update workspace

  Update workspace

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