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

What does this mean?

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)

Similar apps

Zapier Interfaces

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Do more with Digital Practice integrations

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Bark

Clockify

Google Drive

Google Sheets

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Sage Accounting

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Microsoft Outlook

Google Sheets

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Sage Accounting

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LeadConnector

Microsoft Outlook

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Google Drive

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

Select the Account Type

Opening Balance

Active

Allow Booking

Create Contact

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

Create Invoice

Full Description

Additional Notes

Invoice Status

Tax Percentage

Recurring Monthly

Day of the Month to Mail Invoice

Invoice Due Date

Phone Number

Tax Number

Company Website

Company Size

Company Industry

Address Line 1

City

State/Province

Country

Postal Code

Twitter URL