Digital Practice + Sage Accounting
Add new Sage Accounting quotes to Digital Practice
Whenever you have a new sales quote in Sage Accounting, a matching quote will be added to Digital Practice automatically. That way, all your quotes will be up-to-date effortlessly.
Whenever you have a new sales quote in Sage Accounting, a matching quote will be added to Digital Practice automatically. That way, all your quotes will be up-to-date effortlessly.
- When this happens...
New Sales QuoteTriggers when a new sales Quote is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create QuoteCreate a new quote record on Digital Practice with data provided
ActionWriteCreate a new record or update an existing record in your app.
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New Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact 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.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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice 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 foundProduct 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 foundQuote 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 foundNameRequired
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 Client List
Triggers when a new client is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Expense List
Triggers when a new expense is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Lead List
Triggers when a new lead is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Project List
Triggers when a new project is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClient 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.
New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate 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
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.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 appBusiness Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter 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 foundBusiness Name or Reference to search for the Contact GUIDRequired
Business NameRequired
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 foundInvoice 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 foundService 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 foundFetch Account List
Triggers when a new account is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Contact List
Triggers when a new contact is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Product List
Triggers when a new product is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFetch Quote List
Triggers when a new quote is created on Digital Practice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName 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.
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.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.