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Choose a Trigger
Choose an Action
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DigiParser
DigiParser
1. Choose trigger event
Practifi
Practifi
2. Choose action
1. Select the event
Setup
Test
DigiParser
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Parsed" from DigiParser.
Add your action
An action happens after the trigger—such as "Create Client" in Practifi.
You’re connected!
Zapier seamlessly connects DigiParser and Practifi, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Document ParserRequired
Try ItTriggerInstant- Document ParserRequired
- File URL
- File Name
- File
ActionWrite- Update usingRequired
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
ActionWrite
- ParserRequired
- File URL
- File Name
- File
ActionWrite- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- IdRequired
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
ActionWrite
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Connect DigiParser and Practifi to integrate crucial parts of your business
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