Connect Digital Practice to Ignition and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Digital Practice to Ignition with a Zapier template.

Our most popular template

Create clients in Digital Practice from newly-accepted Ignition proposals
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Digital Practice + Ignition
Create clients in Ignition from new invoices in Digital Practice
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Digital Practice + Ignition

Create clients in Digital Practice from newly-accepted Ignition proposals

Details

Try it

Digital Practice + Ignition

Create clients in Ignition from new invoices in Digital Practice

Details

Try it

Digital Practice + Ignition

How Zapier works

Zapier makes it easy to integrate Digital Practice with Ignition - no code necessary. See how you can get setup in minutes.

Select a trigger from Digital Practice

A trigger is an event that starts your Zap and runs the workflow. For example, with Digital Practice, a trigger could be "Fetch Account List."

A trigger is the event that kicks off your automated workflow.

Setup an action from Ignition

An action is what takes place after the automation is triggered. For example, with Ignition, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Digital Practice to Ignition

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Digital Practice and Ignition to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Digital Practice and Ignition to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

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
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Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Scheduled
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Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Trigger
Scheduled
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- 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
- Client Company Name
  Required
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code / ZIP Code
Action
Write

- Name of the Account
  Required
- Account Description
  Required
- Additional Notes
- Status
- Tax Percentage
- Recurring Monthly
- Recurring Date
- Invoice Due Date
- 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
- Name of the Account
  Required
- Source of the Lead
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Status
- Account Description
  Required
- Financial Value of Lead
- Lead Budget
- Spend
- Priority of the Lead
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Name of the Account
  Required
- Account Description
  Required
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- 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
- Unique Id of the Invoice
  Required
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
Action
Write
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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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
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Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Scheduled
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Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Scheduled
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Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Scheduled
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- 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
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Account Title
  Required
- Account Description
  Required
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- Unique Id of the Invoice
  Required
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
Action
Write
- Name of the Account
  Required
- Item Price
  Required
- Account Description
  Required
- Type - Product or Service
Action
Write
- Name of the Account
  Required
- Account Description
  Required
- Additional Notes
- Status
- Tax Percentage
- 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
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
Action
Write
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client Name
  Required
- Default Contact Name
  Required
- Default Contact Email
  Required
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Additional Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Help

Related categories