Connect Dastra to Magic Heidi

Both apps 23Dastra 18Magic Heidi 5

• Trigger
  New Task

  Triggers when a new task is created in the chosen Dastra workspace.

• Action
  Add asset

  Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.

• Action
  Add data processing

  Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.

• Action
  Attach an Actor to a Data Processing

  Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.

• Action
  Create an Actor

  Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.

• Action
  Create a Task

  Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.

• Action
  Delete actor

  Deletes an actor (a controller, processor or other third party) from a Dastra workspace.

• Action
  Delete task

  Deletes a task from a Dastra workspace.

• Action
  Get actor

  Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.

• Action
  Get data processing

  Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.

• Action
  Get task

  Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.

• Action
  List assets

  Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.

• Action
  List tasks

  Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.

• Action
  Search Actor

  Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.

• Action
  Search Data Processing

  Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.

• Action
  Update actor

  Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values.

• Action
  Update data processing

  Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.

• Action
  Update task

  Updates an existing Dastra task. Fields you leave blank keep their current values.

• Action
  Create Expense

  Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense.

• Action
  Create Invoice

  Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals.

• Action
  Create Temporary Invoice (Not Saved to Your Account)

  Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account.

• Action
  Get Expense

  Fetches an expense by ID. An error occurs if the expense is not found.

• Action
  Get Invoice

  Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals.

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