Connect Daftra and TimeKeeper

Both apps 64Daftra 47TimeKeeper 17

• 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
  Employee Clock In

  Triggers when an employee clocks in, returning the new time entry with its employee, job, activity and start time.

• Trigger
  Employee Clock Out

  Triggers when an employee clocks out, delivering the completed time entry with its start and end times, duration, job and activity.

• Trigger
  Leave Request Approved

  Triggers when a leave request is approved in TimeKeeper, for leave falling between 30 days ago and 59 days ahead.

• Trigger
  Who's In

  Triggers when an employee appears on the Who's In list, i.e. each time someone clocks in, with their location, last job and clock-in time.

• Action
  Add activity

  Creates a new activity in TimeKeeper that employees can log time against.

• Action
  Add a Job

  Creates a new job in TimeKeeper with a name and optional job number and address.

• Action
  Get employee timesheet

  Returns an employee's timesheet for a date range, including total regular, overtime and leave hours plus each day's time entries and leave.

• Action
  Get job breakdown report

  Generates a breakdown report for one TimeKeeper job over a date range of up to 60 days.

• Action
  List activities

  Returns every activity set up in your TimeKeeper account, with each activity's name and number.

• Action
  List employees

  Returns the employees in your TimeKeeper account, including archived ones, with their contact details, job title, teams and working locations.

• Action
  List jobs

  Returns every job in your TimeKeeper account, with each job's name, job number, completion status and id.

• Action
  List leave entries

  Returns employee leave entries (annual leave and other leave types) within a date range of up to 30 days, optionally for one employee or one leave type. Public holidays are not included.

• Action
  List leave requests

  Returns the leave requests in your TimeKeeper account for a date range of up to 90 days, optionally filtered by status, leave type or employee. Returns open requests unless another status is chosen.

• Action
  List shifts

  Returns the draft, open and published shifts scheduled in a date range of up to 90 days, optionally for one employee. Shift times are in UTC.

• Action
  List time entries

  Returns the time entries recorded in your TimeKeeper account for a date range of up to 90 days, optionally narrowed to one employee, job or activity.

• Action
  Update activity

  Updates the name and activity number of an existing activity in TimeKeeper.

• Action
  Update a Job

  Updates an existing job in TimeKeeper, changing its name, job number, address or address coordinates.

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