Integrate Digital Practice with Microsoft Outlook to automate your work

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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.

How Zapier works

Zapier makes it easy to integrate Digital Practice with Microsoft Outlook - 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 Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Create Event."

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

That’s it! You just connected Digital Practice to Microsoft Outlook

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.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Digital Practice to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Digital Practice and Microsoft Outlook 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Digital Practice and Microsoft Outlook 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
Try It
Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Scheduled
Try It
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 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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location Name
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Description
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search

Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Scheduled
Try It
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 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
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- Client Company Name
  Required
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- Client Company Name
  Required
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- Client Company Name
  Required
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Learn how to automate Digital Practice on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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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