Digital Practice + Sage Accounting
Digital Practice + Sage Accounting
Digital Practice + Sage Accounting integrations
Add new Sage Accounting quotes to Digital Practice
Easily keep information up-to-date by automatically adding new Sage Accounting quotes to Digital Practice.
- When this happens...
New Sales QuoteTriggers when a new sales Quote is created.TriggerPolling - automatically do this!
Create QuoteCreate a new quote record on Digital Practice with data providedActionWrite
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More things you can do with Sage Accounting and Digital Practice
Discover other triggers and actions you can use with Sage Accounting and Digital Practice
New Contact PaymentTriggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Fetch Account ListTriggers when a new account is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Product List
Triggers when a new product is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Name of the AccountRequired
- Account DescriptionRequired
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of the QuoteRequired
- Item TitleRequired
- Item PriceRequired
- Item QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice Number or ReferenceRequired
- DateRequired
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Service Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Fetch Client List
Triggers when a new client is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Project List
Triggers when a new project is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of the InvoiceRequired
- Title of Line ItemRequired
- Price of Line itemRequired
- Quantity of Line ItemsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title of Product or ServiceRequired
- Price of the Product or ServiceRequired
- Description of Product or Service
- Type - Product or Service
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name / Name of OrganisationRequired
- Company Email AddressRequired
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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