Connect Daftra to Voucherify

Both apps 69Daftra 47Voucherify 22

• 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 Campaign

  Create a new voucher campaign (discount, gift, referral, or loyalty).

• Action
  Add Customer

  Create a new customer profile with contact info, address, and metadata.

• Action
  Add Publication

  Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign.

• Action
  Add Voucher

  Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules.

• Action
  Add Vouchers to Campaign

  Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here.

• Action
  Check eligibility

  Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for.

• Action
  Delete Campaign

  Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background.

• Action
  Delete Customer

  Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards.

• Action
  Delete Voucher

  Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions.

• Action
  Get Campaign

  Retrieves a Voucherify campaign by its id or name.

• Action
  Get Customer

  Retrieve a single customer by ID or source_id.

• Action
  Get Redemption

  Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed.

• Action
  Get Voucher

  Retrieves a voucher by its code or the id Voucherify assigned to it.

• Action
  List Campaigns

  Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag.

• Action
  List Customers

  Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates.

• Action
  List Redemptions

  Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters.

• Action
  List Vouchers

  Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates.

• Action
  Redeem Voucher

  Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count.

• Action
  Rollback Redemption

  Undo a single (non-stacked) redemption, returning its redemption to the voucher's pool and restoring any gift card credits or loyalty points it used.

• Action
  Update Customer

  Updates an existing Voucherify customer. Only the values you fill in are changed; blank fields are left as they are.

• Action
  Update Voucher

  Updates an existing voucher. Only the values you fill in are changed; everything else on the voucher stays as it is.

• Action
  Validate voucher

  Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it.

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