Connect Daftra and Telebroad

Both apps 85Daftra 47Telebroad 38

• 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 Text Messages

  Triggers when a text conversation on your Telebroad numbers gets a new message, sent or received.

• Trigger
  User Call Ended

  Triggers when a call on your Telebroad account ends.

• Action
  Assign Conversation

  Assigns a text conversation to a user.

• Action
  Block Sender

  Blocks a phone number from texting one of your lines.

• Action
  Cancel Scheduled Message

  Cancels a scheduled text message.

• Action
  Create Saved Reply

  Saves a reusable text-message reply.

• Action
  Delete Call Recording

  Deletes the recordings of one leg of a call.

• Action
  Delete Conversation

  Deletes a whole text conversation.

• Action
  Delete Saved Reply

  Deletes a saved text-message reply.

• Action
  Delete Text Message

  Deletes one message from a text conversation.

• Action
  Get Blocked Sender

  Checks whether a phone number is blocked on one of your lines.

• Action
  Get Call

  Returns one call and its details.

• Action
  Get Call Recording

  Returns one recorded leg of a call, with its download link.

• Action
  Get Call Transcripts

  Returns a call's transcripts and AI summary.

• Action
  Get Conversation

  Returns the messages in one text conversation.

• Action
  Get Fax

  Returns one fax and its delivery status.

• Action
  Get My Profile

  Returns the API key's run-as user, with their numbers and phone lines.

• Action
  Get Unread Counts

  Returns how many unread text messages each of your lines has.

• Action
  List Agent Sessions

  Returns call-center agents' sign-in and pause sessions.

• Action
  List Blocked Senders

  Returns the numbers blocked from texting one of your lines.

• Action
  List Call Recordings

  Returns the recordings of a call.

• Action
  List Conversations

  Returns the text-message conversations in your inbox, newest first.

• Action
  List Faxes

  Returns your sent and received faxes.

• Action
  List Fax Numbers

  Returns the fax numbers you can send from.

• Action
  List Saved Replies

  Returns your saved text-message replies.

• Action
  List Scheduled Messages

  Returns the text messages scheduled to send from one of your lines.

• Action
  List Texting Numbers

  Returns the Telebroad numbers you can send text messages from.

• Action
  List Users

  Returns every user on your Telebroad account.

• Action
  Mark Conversation Resolved

  Marks a text conversation as handled.

• Action
  Mark Line Read

  Marks every message on a texting number as read.

• Action
  Place Call

  Starts a click-to-call: rings your phone, then connects it to the number you want to call.

• Action
  Reopen Conversation

  Reopens a resolved text conversation.

• Action
  Schedule Text Message

  Schedules a text message to send later from one of your lines.

• Action
  Search Calls

  Searches your call history between two times.

• Action
  Send Fax

  Sends a fax from one of your fax numbers, with an optional cover page.

• Action
  Send Text Message

  Sends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.

• Action
  Unblock Sender

  Unblocks a phone number on one of your lines.

• Action
  Update Saved Reply

  Edits a saved text-message reply.

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