Connect Daftra to TutorBird

Both apps 67Daftra 47TutorBird 20

• 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
  Add event

  Creates a calendar event (lesson) in TutorBird for a teacher and optional students, optionally repeating.

• Action
  Add parent

  Creates a parent contact in TutorBird, optionally attached to an existing family, and returns the new parent's ID.

• Action
  Add Payment

  Records a payment on a family's account in TutorBird.

• Action
  Add Student

  Creates a new student in TutorBird, optionally adding them to an existing family, and returns the new student's id.

• Action
  Add transaction

  Adds a payment, charge, discount or refund to a family's account in TutorBird.

• Action
  Delete event

  Deletes a calendar event in TutorBird, optionally including its future or all recurrences, and can notify the people attending.

• Action
  Delete student

  Deletes a student from TutorBird.

• Action
  Find All Parents

  Returns the parents that match a name search, email address, parent IDs or family IDs.

• Action
  Find Attendance Records

  Finds attendance records matching criteria such as date range, students, teachers, events or attendance status.

• Action
  Find Event

  Finds calendar events in TutorBird matching dates, times, teachers, students, categories, locations or attendance statuses.

• Action
  Find Parent

  Finds parents matching a name, email address, parent IDs or family IDs.

• Action
  Find Student

  Finds students in TutorBird matching a name, email, free-text search, status, teacher, family or tag.

• Action
  Find teachers

  Finds teachers in TutorBird matching a name or text search, ids, tags, and active/teacher/administrator status.

• Action
  Get family

  Returns a single family, including its name, balance, auto-invoice status and optionally its parents and students.

• Action
  Get student

  Returns the details of a single student by ID, including contact information, status and family.

• Action
  Get Transaction

  Returns a single TutorBird transaction (charge, payment, discount or refund) with its amounts, taxes, family and student details.

• Action
  Update attendance

  Updates a student's attendance record in TutorBird: status, teacher/parent/student notes, and price override.

• Action
  Update event

  Updates an existing calendar event (lesson) in TutorBird — its time, teacher, students, location, category, pricing and repeat settings.

• Action
  Update parent

  Updates an existing parent's name, contact details, phone numbers and reminder preferences in TutorBird.

• Action
  Update Student

  Updates an existing student's details in TutorBird, such as name, contact information, status and tags.

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