Connect Daftra to Synthflow AI

Both apps 72Daftra 47Synthflow AI 25

• 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
  Attach Action

  Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.

• Action
  Create Assistant

  Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.

• Action
  Create Booking Calcom Action

  Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.

• Action
  Create Booking GHL Action

  Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.

• Action
  Create Call

  Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.

• Action
  Create Information Extractor Open Question Action

  Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.

• Action
  Create Information Extractor Single Choice Action

  Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.

• Action
  Create Information Extractor Yes No Action

  Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.

• Action
  Create SMS Action

  Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.

• Action
  Create Transfer Call Action

  Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.

• Action
  Delete Action

  Deletes an action from your Synthflow account by its ID.

• Action
  Delete Assistant

  Deletes a Synthflow agent (assistant) by its ID.

• Action
  Detach Action

  Detaches one or more actions from a Synthflow agent so the agent can no longer use them.

• Action
  Get Action

  Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.

• Action
  Get Assistant

  Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.

• Action
  Get Call

  Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.

• Action
  List Actions

  Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.

• Action
  Text - Generate Response

  Sends a text message to an agent in an existing chat session and returns the response the agent generates.

• Action
  Update Assistant

  Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.

• Action
  Update Booking Calcom Action

  Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.

• Action
  Update Booking GHL Action

  Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.

• Action
  Update Information Extractor Open Question Action

  Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.

• Action
  Update Information Extractor Single Choice Action

  Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.

• Action
  Update Information Extractor Yes No Action

  Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.

• Action
  Update SMS Action

  Updates the name, message text or sending instructions of an existing SMS action.

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