Digital Practice Integrations

Do more with Digital Practice integrations

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Create sales invoices in Xero from new invoices in Digital Practice
Premium
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Digital Practice + Xero
Create clients in Digital Practice from newly-accepted Ignition proposals
Details
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Ignition + Digital Practice
Create clients in Digital Practice from new won proposals in GoProposal
Details
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GoProposal + Digital Practice
Add new Sage Accounting quotes to Digital Practice
Details
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Sage Accounting + Digital Practice

Create clients in Ignition from new invoices in Digital Practice
Details
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Digital Practice + Ignition

Create leads in Digital Practice from new pipeline stage changes in LeadConnector
Details
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LeadConnector + Digital Practice

Create sales invoices in Xero from new invoices in Digital Practice

Premium

Details

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Digital Practice + Xero

Create clients in Digital Practice from newly-accepted Ignition proposals

Details

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Ignition + Digital Practice

Create clients in Digital Practice from new won proposals in GoProposal

Details

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GoProposal + Digital Practice

Add new Sage Accounting quotes to Digital Practice

Details

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Sage Accounting + Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Details

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Digital Practice + Ignition

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Details

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LeadConnector + Digital Practice

Supported triggers and actions

Fetch Account List
Triggers when a new account is created on Digital Practice.
Trigger
Scheduled
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Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Scheduled
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Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Trigger
Scheduled
Try It

- Name of the AccountRequired
- Account DescriptionRequired
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- Contact First NameRequired
- Contact Last NameRequired
- Contact Phone NumberRequired
- Contact Email AddressRequired
- Contact Website URL
- Contact Job Title
- Company Name
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write

- Title of InvoiceRequired
- Full Description
- Additional Notes
- Invoice Status
- Tax Percentage
- Recurring Monthly
- Day of the Month to Mail Invoice
- Invoice Due Date
- Company NameRequired
- Company EmailRequired
- Phone Number
- Tax Number
- Company Website
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Title of the LeadRequired
- Source of the Lead
- Company Name / Name of OrganisationRequired
- Company Email AddressRequired
- Phone Number
- Status of the Lead
- Description
- Financial Value of Lead
- Lead Budget
- Spend
- Priority of the Lead
- Website URL
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Project Title
- Project Description
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- Company NameRequired
- Email AddressRequired
- Phone Number
- Tax Number
- Website URL
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Unique Id of the QuoteRequired
- Item TitleRequired
- Item PriceRequired
- Item QuantityRequired
Action
Write

Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Scheduled
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Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Scheduled
Try It
- Client Company NameRequired
- Company EmailRequired
- Company PhoneRequired
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Title of the ItemRequired
- Item PriceRequired
- QuantityRequired
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Company NameRequired
- Company Email AddressRequired
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Account TitleRequired
- Account DescriptionRequired
- Account CategoryRequired
- Account Opening Balance
- Account Active
- Allow time booking
Action
Write
- Unique Id of the InvoiceRequired
- Title of Line ItemRequired
- Price of Line itemRequired
- Quantity of Line ItemsRequired
Action
Write
- Title of Product or ServiceRequired
- Price of the Product or ServiceRequired
- Description of Product or Service
- Type - Product or Service
Action
Write
- Title of the Quote
- Full Description
- Additional Notes
- Status
- Tax Percentage
- Company NameRequired
- Email AddressRequired
- Phone Number
- Tax Number
- Website
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter
- Facebook
- LinkedIn
Action
Write
- Company Name / Name of OrganisationRequired
- Company Email AddressRequired
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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Do more with Digital Practice integrations

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Google Sheets

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Microsoft Outlook

Google Sheets

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Join millions worldwide who automate their work using Zapier

Create sales invoices in Xero from new invoices in Digital Practice

Create clients in Digital Practice from newly-accepted Ignition proposals

Create clients in Digital Practice from new won proposals in GoProposal

Add new Sage Accounting quotes to Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Create sales invoices in Xero from new invoices in Digital Practice

Create clients in Digital Practice from newly-accepted Ignition proposals

Create clients in Digital Practice from new won proposals in GoProposal

Add new Sage Accounting quotes to Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Fetch Account List

Fetch Contact List

Fetch Invoice List

Fetch Product List

Fetch Quote List

Create Account

Create Contact

Create Invoice

Create Lead

Create Project

Create Quote Items

Fetch Client List

Fetch Expense List

Fetch Lead List

Fetch Project List

Fetch Vendor List

Create Client

Create Expense

Create Invoice Items

Create Product

Create Quote

Create Vendor

About Digital Practice

Related categories

Similar apps

Zapier Interfaces

Popular Digital Practice Integrations

Popular Digital Practice Integrations