Connect Daftra and Smily

Both apps 70Daftra 47Smily 23

• 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 And/Or Updated And/Or Canceled Booking

  Trigger when a booking is created and/or updated and/or canceled (with line item support).

• Trigger
  New And/Or Updated Client

  Trigger when a client is created and/or updated (with line item support).

• Trigger
  New And/Or Updated Payment

  Trigger when a payment is created and/or updated.

• Trigger
  New Inquiry

  Trigger when a new inquiry is created.

• Action
  Add booking

  Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily.

• Action
  Add payment

  Records a new payment against a booking in Smily.

• Action
  Add rental

  Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee.

• Action
  Create Inquiry

  Creates an inquiry for a rental, recording a guest's contact details, requested dates and message.

• Action
  Create or Update Client

  Creates a new Smily client (guest), or updates an existing one when a client ID is given.

• Action
  Delete booking

  Cancels a booking in Smily so it no longer occupies the rental's calendar.

• Action
  Find Bookings in Date Range

  Returns the bookings that overlap a date range, optionally filtered by status, rental or client.

• Action
  Find Client by Email

  Finds Smily clients (guests) whose email address matches the one given, returning the matching client records.

• Action
  Find Payment

  Finds payments by their order ID (one or more, comma-separated).

• Action
  Get booking

  Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client.

• Action
  Get client

  Returns a single client (guest) by ID, including their addresses, emails and phone numbers.

• Action
  Get rental

  Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs.

• Action
  List bookings

  Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned.

• Action
  List clients

  Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers.

• Action
  List inquiries

  Returns the inquiries on your Smily account, including guest contact details, requested dates and party size.

• Action
  List payments

  Returns the payments recorded on your Smily account, optionally filtered by order ID.

• Action
  List rentals

  Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details.

• Action
  Update Booking

  Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking.

• Action
  Update rental

  Updates an existing rental property in Smily. Only the fields you fill in are changed.

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