Digital Practice + Ignition

Create clients in Ignition from new invoices in Digital Practice

Automatically create a new client in Ignition each time a new invoice is generated in Digital Practice. This Zap keeps your contact details up to date without the need for manual data entry.

When this happens...
Fetch Client List
Triggers when a new client is created on Digital Practice.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
ActionWrite

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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
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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
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
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
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 NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- 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.

Help

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.

Learn more Help

Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Wave

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Qwilr

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Digital Practice + Ignition

Create clients in Ignition from new invoices in Digital Practice

Fetch Account List

Fetch Contact List

Fetch Invoice List

Fetch Product List

Fetch Quote List

Create Account

Account DescriptionRequired

Select the Account Type

Opening Balance

Active

Allow Booking

Create Contact

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

Create Invoice

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

Create Lead

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