Digital Practice + Digital Practice

Digital Practice + Digital Practice integrations

Fetch and create quotes in Digital Practice when new quote lists are updated

Easily streamline your quoting process with this workflow. When a list of quotes is compiled in Digital Practice, it instantaneously generates a new quote in the same application. This automation saves you time on manual entry and keeps your records consistent, so you can focus more on building proposals that win business.

When this happens...
Fetch Quote ListTriggers when a new quote is created on Digital Practice.
TriggerPolling
automatically do this!
Create QuoteCreate a new quote record on Digital Practice with data provided
ActionWrite

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More things you can do with Digital Practice

Discover other triggers and actions you can use with Digital Practice

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

- Name of the Account
  Required
- Account Description
  Required
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Phone Number
  Required
- Contact Email Address
  Required
- 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 Invoice
  Required
- Full Description
- Additional Notes
- Invoice Status
- Tax Percentage
- Recurring Monthly
- Day of the Month to Mail Invoice
- Invoice Due Date
- Company Name
  Required
- Company Email
  Required
- 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 Lead
  Required
- Source of the Lead
- Company Name / Name of Organisation
  Required
- Company Email Address
  Required
- 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 Name
  Required
- Email Address
  Required
- 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 Quote
  Required
- Item Title
  Required
- Item Price
  Required
- Item Quantity
  Required
Action
Write

Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Polling
Try It
Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Polling
Try It
Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Polling
Try It
Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Polling
Try It
Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Polling
Try It
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- 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 Item
  Required
- Item Price
  Required
- Quantity
  Required
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Company Name
  Required
- Company Email Address
  Required
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Account Title
  Required
- Account Description
  Required
- Account Category
  Required
- Account Opening Balance
- Account Active
- Allow time booking
Action
Write
- Unique Id of the Invoice
  Required
- Title of Line Item
  Required
- Price of Line item
  Required
- Quantity of Line Items
  Required
Action
Write
- Title of Product or Service
  Required
- Price of the Product or Service
  Required
- Description of Product or Service
- Type - Product or Service
Action
Write
- Title of the Quote
- Full Description
- Additional Notes
- Status
- Tax Percentage
- Company Name
  Required
- Email Address
  Required
- 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 Organisation
  Required
- Company Email Address
  Required
- 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.

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CRM (Customer Relationship Management)

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Digital Practice + Digital Practice

Digital Practice + Digital Practice

Fetch and create quotes in Digital Practice when new quote lists are updated

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