Digital Practice + Xero
Add new Digital Practice quotes to Xero
This integration will automatically create new quotes in Xero each time a quote is created in Digital Practice.
This integration will automatically create new quotes in Xero each time a quote is created in Digital Practice.
- When this happens...
Fetch Quote ListTriggers when a new quote is created on Digital Practice.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create New Quote DraftCreates a new quote draft.
ActionWriteCreate a new record or update an existing record in your app.
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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 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.OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
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.OrganizationRequired
Search ByRequired
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 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.OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
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
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
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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