Connect Daftra and LearnWorlds

Both apps 77Daftra 47LearnWorlds 30

• 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
  Assessment Completed

  Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers.

• Trigger
  Course Completed

  Triggers when a user completes a course in your LearnWorlds school.

• Trigger
  New Certificate

  Triggers when a certificate is issued to a learner for a course (or for a specific user).

• Trigger
  New Certificate (Legacy)

  Triggers when a new certificate is issued for a course or a user in your LearnWorlds school.

• Trigger
  New Enrollment Purchase (Legacy)

  Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school.

• Trigger
  New Form Submission

  Triggers when a learner submits a response to the chosen LearnWorlds form.

• Trigger
  New Lead

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New Lead (Legacy)

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New User

  Triggers when a new user registers in your LearnWorlds school.

• Trigger
  New User (Legacy)

  Triggers when a new user signs up or is created in your LearnWorlds school.

• Trigger
  Payment Created

  Triggers when a new payment is made in your LearnWorlds school.

• Trigger
  Payment Failed

  Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details.

• Trigger
  Subscription or Payment Plan Canceled

  Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first.

• Trigger
  Subscription Updated

  Triggers when a user subscription is created or changes, such as a new status, plan or expiry date.

• Trigger
  User Updated

  Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users.

• Action
  Add Tags to User

  Adds one or more tags to a LearnWorlds user and returns the updated user.

• Action
  Create and Enroll User (Legacy)

  Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step.

• Action
  Create User

  Creates a new user in your LearnWorlds school and returns the created user.

• Action
  Create User (Legacy)

  Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values.

• Action
  Enroll User in Product

  Enrolls a user in a course, learning program (bundle) or subscription.

• Action
  Enroll User in Product (Legacy)

  Enrolls an existing user in a course, bundle or subscription.

• Action
  Find a User

  Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields.

• Action
  Get course

  Returns a course's details, including its title, description, prices, access type and author.

• Action
  Get user

  Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role.

• Action
  List bundles

  Returns all bundles in your LearnWorlds school, most recently created first.

• Action
  List payments

  Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date.

• Action
  List users

  Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date.

• Action
  Remove Tags From User

  Removes one or more tags from a LearnWorlds user and returns the updated user.

• Action
  Unenroll User From Product

  Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school.

• Action
  Update user

  Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user.

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