Digital Practice + Xero
Create quotes in Digital Practice for new quotes in Xero
Keep your quote details up to date across platforms, with no added clicks or keystrokes. Once this Zap is active, each new quote in Xero will be automatically added to your Digital Practice account.
Keep your quote details up to date across platforms, with no added clicks or keystrokes. Once this Zap is active, each new quote in Xero will be automatically added to your Digital Practice account.
- When this happens...
New QuoteTriggers when a new quote is created.
TriggerPollingZapier 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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OrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
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
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
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
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
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
Warning Message
Credit Note IDRequired
Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
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
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote IDRequired
Quote Number
Status
ContactRequired
Date
Expiry
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
Resource typeRequired
FileRequired
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
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
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
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
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 List
Triggers 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 planFetch 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 planFetch 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 planFetch 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 planFetch 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 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
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
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
CodeRequired
NameRequired
TypeRequired
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
Invoice IDRequired
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
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
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
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.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
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.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.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
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 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 planFetch 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 planFetch 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 planFetch 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 planFetch 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 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.
About Digital Practice
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