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How Zapier works
Zapier makes it easy to integrate Digital Practice with Stripe - no code necessary. See how you can get setup in minutes.
Select a trigger from Digital Practice
Setup an action from Stripe
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Connect Digital Practice and Stripe 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.
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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.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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
- Client Company NameRequired
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code / ZIP Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name of the AccountRequired
- Account DescriptionRequired
- Additional Notes
- Status
- Tax Percentage
- Recurring Monthly
- Recurring Date
- Invoice Due Date
- 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.- Name of the AccountRequired
- Source of the Lead
- Client Company NameRequired
- Company EmailRequired
- Company PhoneRequired
- Status
- Account DescriptionRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name of the AccountRequired
- Account DescriptionRequired
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- 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.- Unique Id of the InvoiceRequired
- Name of the AccountRequired
- Item PriceRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Status
- Collection_method
- Customer ID
- Subscription ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Updated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning
- Payment IDRequired
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- Description
- QuantityRequired
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Item PriceRequired
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Collection_method
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Account DescriptionRequired
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Account DescriptionRequired
- Image
- Tax_code
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- Price ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
- 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 plan - Fetch 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 plan - Fetch 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 plan - Fetch 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 plan - Fetch 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 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.- Name of the AccountRequired
- Item PriceRequired
- QuantityRequired
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Client Company NameRequired
- Company EmailRequired
- Company PhoneRequired
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Account TitleRequired
- 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.- Unique Id of the InvoiceRequired
- Name of the AccountRequired
- Item PriceRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name of the AccountRequired
- Item PriceRequired
- Account DescriptionRequired
- Type - Product or Service
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name of the AccountRequired
- Account DescriptionRequired
- Additional Notes
- Status
- Tax Percentage
- 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.- Client Company NameRequired
- Company EmailRequired
- Company PhoneRequired
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Account DescriptionRequired
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Amount
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Account DescriptionRequired
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Unit Price
- CurrencyRequired
- Recurring or One time?
- Include Tax In Price?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- ItemsRequired
- Collection_method
- Coupon ID
- Cancel at period end?
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Name
- Email
- Account DescriptionRequired
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find by
- Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app