Daftra by Maxmel Tech

daftra is a cloud based business management platform offering invoicing, accounting, crm, and hr tools integrating daftra with make com lets users automate invoice creation, synchronize customer data, and streamline financial workflows between daftra and other business applications this is ai generated content based on official daftra documentation the content may still contain errors—please verify important information if you have questions, contact https //daftra com directly how to get support on daftra daftra is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=daftra\&app slug=daftra community\&app unique id=daftra 7lfxyv requirements to use the daftra app in make, you must have an active daftra account and the appropriate access permissions to manage api credentials, https //daftra com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/daftra community/ click the install button follow the on screen instructions to complete the setup connect daftra and {{product name}} to get started, you must first create a connection between daftra and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key to establish a connection click on settings from the main menu click on api click on api keys to create a connection key click on generate api key in the name field, enter the name of the application you wish to connect with click on the submit button to generate your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=daftra\&app slug=daftra community\&app unique id=daftra 7lfxyv create the connection in {{product name}} https //www make com/en/register , add the daftra module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your daftra account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page daftra modules after connecting to the daftra app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client to your account, allowing you to store and manage their details within the system create a client appointment schedules a new appointment for a specific client in your system, allowing you to easily manage and organize client bookings create a client payment creates a new payment record for a client in the system, allowing you to track and manage client payments efficiently create a journal account creates a new journal account within the financial system, allowing you to organize and track your financial transactions more effectively create a note creates a new note in the selected service, allowing you to easily store and organize your information create a stock transaction creates a new stock transaction in your system, allowing you to record and track inventory movements easily create a time tracking record creates a detailed time tracking entry for a chosen user or project, allowing you to log hours worked and keep accurate records of time spent create a work order creates a new work order in the system, allowing you to track and manage specific tasks or service requests from start to finish create a work order appointment schedules a new work order appointment in the system, allowing you to set up and manage service tasks efficiently create an estimate generates a detailed estimate based on the information you provide create an estimate appointment creates a new estimate appointment in the system, allowing you to schedule and manage appointments specifically for providing estimates to your clients create an invoice generates a new invoice within the system, allowing you to record and manage billing details for your transactions create an invoice appointment creates a new invoice appointment in the selected system, allowing you to schedule and manage billing appointments directly within your workflow create an invoice payment generates a new payment record for an invoice within the system, helping you keep track of settled invoices delete a client permanently removes a selected client and all their associated information from your database delete a client appointment permanently removes a specific client appointment from the system, ensuring that the appointment is no longer available or visible in your records delete a client payment permanently removes a specific client payment record from the system, ensuring that the selected payment is no longer tracked or visible in your account delete a journal account permanently removes a selected journal account from your ledger, ensuring it’s no longer available for future transactions or records delete a note removes a specific note chosen by the user from your account delete a stock transaction removes a selected stock transaction from the account you specify, helping you keep your records up to date delete a time tracking record permanently removes a selected time tracking entry from your account delete a work order permanently removes a selected work order from the system, ensuring it is no longer available or visible in your records delete a work order appointment removes a specific work order appointment from the system, ensuring that the selected appointment is no longer available or scheduled delete an estimate permanently removes a selected estimate from your account, ensuring it is no longer available in the system delete an estimate appointment permanently removes a selected estimate appointment from your system, ensuring it is no longer available or visible in your records delete an invoice permanently removes a selected invoice from your system, ensuring it is no longer accessible or listed in your records delete an invoice appointment removes a specific invoice appointment from the service, ensuring that the selected appointment and its details are permanently deleted delete an invoice payment permanently removes a selected invoice payment from your system, ensuring that the payment record is no longer stored or tracked get client appointments fetches and displays all scheduled appointments associated with a particular client, allowing you to easily view their upcoming and past bookings get client payments fetches detailed information about client payments from the service, allowing you to view specific payment records and related data get clients fetches and displays a detailed list of all clients stored in your service account get estimate appointments fetches scheduled estimate appointments from the service, allowing you to view details about upcoming or past estimates get estimates fetches detailed estimate records from the service, allowing you to view and work with all available estimates get invoice appointments this module allows you to fetch detailed information about invoice appointments, either for a particular invoice or for a specific customer get invoice payments fetches detailed records of invoice payments from the service, allowing you to view and manage all payments associated with your invoices get invoices fetches a detailed list of invoices from the service, allowing you to view and manage all your billing records in one place get journal accounts fetches a list of all journal accounts currently available in your system, allowing you to view and manage your accounting records more easily get notes fetches notes from a specific source, allowing you to access and review the collected information directly within your workflow get staff fetches detailed information about a particular staff member from your system, such as their profile and relevant data get stock transactions fetches detailed stock transaction records for a chosen account, allowing you to view all buy, sell, and other stock related activities associated with that specific account get time tracking records fetches detailed time tracking records from the service, allowing you to access information about hours logged and activities tracked get work order appointments fetches scheduled work order appointments from the service, allowing you to view details about upcoming or existing appointments get work orders fetches detailed work orders from the service, allowing you to access and review all relevant information about each work order get a client fetches comprehensive information about a particular client using their unique id get a client appointment fetches and displays detailed information about a specific appointment scheduled for a client get a client payment fetches comprehensive information about a specific client payment, including its status, amount, and related details get a journal account fetches a journal account that matches the criteria you provide, allowing you to quickly find specific account details based on your chosen filters get a note fetches a particular note from the service, allowing you to access all its details and content get a staff member fetches comprehensive information about a particular staff member using their unique id, allowing you to view all their details easily get a stock transaction fetches comprehensive information about a particular stock transaction using its unique id, allowing you to view all the details related to that specific transaction get a time tracking record fetches detailed information about a specific time tracking record using the provided id get a work order fetches detailed information about a particular work order using its unique id get a work order appointment fetches detailed information about a specific work order appointment from the service, allowing you to view all relevant details for that appointment get an estimate fetches a detailed cost estimate for a specific service or project, helping you understand the expected expenses before moving forward get an estimate appointment fetches detailed information about a particular appointment that has been scheduled for an estimate, helping you view all relevant details for that specific booking get an invoice fetches detailed information about a specific invoice using its unique id get an invoice appointment fetches and displays detailed information about a particular invoice appointment using its unique id get an invoice payment fetches and displays detailed information about a specific invoice payment, such as the amount paid, payment date, and related invoice details make an api call allows you to send a custom api request to any specified endpoint, enabling you to interact with features or data that may not be covered by the standard modules update a client updates the details of an existing client in the selected system, allowing you to modify information such as contact data, preferences, or other client specific fields update a client appointment allows you to update an existing client appointment by modifying its details, such as the date, time, or other relevant information update a client payment updates the details of an existing client payment in your system, allowing you to modify payment information as needed update a journal account updates the details of an existing journal account by adding new information or modifying current data update a note updates an existing note in the selected system with new information or changes update a stock transaction updates an existing stock transaction in the system by allowing you to modify its details, such as quantity, price, or other relevant information update a time tracking record updates an existing time tracking record by modifying its details with new or updated information update a work order updates an existing work order by applying any new details or modifications you provide, helping you keep your work orders accurate and up to date update a work order appointment updates the details of an existing work order appointment, allowing you to modify information such as the date, time, assigned personnel, or other relevant appointment specifics update an estimate updates an existing estimate by allowing you to change its details or add new information update an estimate appointment updates the details of an existing estimate appointment with the latest information you provide, such as date, time, or other relevant changes update an invoice updates an existing invoice by adding or modifying its details, such as customer information, line items, or payment terms update an invoice appointment updates the details of an existing invoice appointment in your system, allowing you to modify information such as date, time, or other appointment specifics update an invoice payment allows you to update an existing invoice payment by modifying its details, such as the amount, date, or payment method watch client appointments triggers whenever a new appointment is booked with a client, allowing you to take action as soon as a client schedules a meeting or session watch client payments triggers whenever a new payment from a client is recorded, allowing you to take action each time a client makes a payment watch clients this module activates whenever a new client is created or when details of an existing client are modified, helping you stay up to date with the latest client information watch estimate appointments triggers whenever a new appointment is booked specifically for an estimate, allowing you to take action whenever someone schedules an estimate visit watch estimates triggers whenever a brand new estimate is added, allowing you to automatically kick off workflows or actions whenever an estimate is created in your system watch invoice appointments this module activates whenever a new invoice appointment is created or when an existing one is updated, helping you stay on top of changes to your invoice scheduling watch invoice payments triggers whenever a new payment is logged for an invoice, allowing you to take action each time an invoice gets paid watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically kick off workflows whenever an invoice is issued watch journal accounts this module activates whenever a new journal account is created or when an existing journal account is updated, allowing you to stay informed about any changes or additions to your journal accounts watch notes triggers whenever a new note is added or an existing note is updated, allowing you to automatically respond to changes or additions in your notes watch stock transactions triggers whenever a new stock transaction is recorded, allowing you to automatically respond or take action whenever shares are bought or sold watch time tracking triggers whenever new time tracking data is added or when existing time tracking information is updated, helping you stay up to date with changes in tracked time watch work order appointments this module activates whenever a new work order appointment is scheduled, allowing you to automatically kick off workflows as soon as a new appointment is added to your system watch work orders this module activates whenever a new work order is created or when an existing work order is updated, allowing you to automatically respond to changes in your work order system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} daftra resources you can have access to more resources related to this app on the following links https //daftra com https //startintegrate com/apps/business erp/daftra 7lfxyv https //www make com/en/hq/app invitation/91a1d23f590a942e715db6f7e16c8a1e https //www make com/en/integrations/daftra community