Connect GoProposal and Digital Practice to unlock the power of automation

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Quickly connect GoProposal to Digital Practice with a Zapier template.

Our most popular template

Create clients in Digital Practice from new won proposals in GoProposal
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GoProposal + Digital Practice

Create clients in Digital Practice from new won proposals in GoProposal

Details

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GoProposal + Digital Practice

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate GoProposal with Digital Practice - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Draft Proposal Created" from GoProposal.

Add your action

An action happens after the trigger—such as "Create Account" in Digital Practice.

You’re connected!

Zapier seamlessly connects GoProposal and Digital Practice, automating your workflow.

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.

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Polling
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Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Polling
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Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Polling
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Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Polling
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Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Polling
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- 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
- Title of the Item
  Required
- Item Price
  Required
- Quantity
  Required
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Company Name
  Required
- Company Email Address
  Required
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Account Title
  Required
- Account Description
  Required
- Account Category
  Required
- Account Opening Balance
- Account Active
- Allow time booking
Action
Write
- Unique Id of the Invoice
  Required
- Title of Line Item
  Required
- Price of Line item
  Required
- Quantity of Line Items
  Required
Action
Write
- Title of Product or Service
  Required
- Price of the Product or Service
  Required
- Description of Product or Service
- Type - Product or Service
Action
Write
- Title of the Quote
- Full Description
- Additional Notes
- Status
- Tax Percentage
- Company Name
  Required
- Email Address
  Required
- Phone Number
- Tax Number
- Website
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter
- Facebook
- LinkedIn
Action
Write
- Company Name / Name of Organisation
  Required
- Company Email Address
  Required
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
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Fetch Account List
Triggers when a new account is created on Digital Practice.
Trigger
Polling
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Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Polling
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Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Polling
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Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Polling
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Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Trigger
Polling
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
- Company Name
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write
- Title of Invoice
  Required
- Full Description
- Additional Notes
- Invoice Status
- Tax Percentage
- Recurring Monthly
- Day of the Month to Mail Invoice
- Invoice Due Date
- Company Name
  Required
- Company Email
  Required
- 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
Action
Write
- Title of the Lead
  Required
- Source of the Lead
- Company Name / Name of Organisation
  Required
- Company Email Address
  Required
- 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
Action
Write
- Project Title
- Project Description
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- Company Name
  Required
- Email Address
  Required
- 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
Action
Write
- Unique Id of the Quote
  Required
- Item Title
  Required
- Item Price
  Required
- Item Quantity
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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

Connect GoProposal and Digital Practice 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.

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.

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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect GoProposal and Digital Practice to unlock the power of automation

Set up your first integration

Create clients in Digital Practice from new won proposals in GoProposal

Create clients in Digital Practice from new won proposals in GoProposal

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect GoProposal and Digital Practice to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect GoProposal to Digital Practice on the world's largest no-code automation platform