Digital Practice Integrations

Name: Zapier
Availability: InStock

Put Digital Practice to work with AI and enterprise-grade automation

Automate smarter with Digital Practice and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Xero

Accounting

Hnry

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Bark

CRM (Customer Relationship Management)

Clockify

Time Tracking Software

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

SimpleTexting

Phone & SMS

EasyPractice

Event Management

Xero

Accounting

Hnry

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Bark

CRM (Customer Relationship Management)

Clockify

Time Tracking Software

Google Drive

File Management & Storage, Google

Xero

Accounting

Hnry

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

Bark

CRM (Customer Relationship Management)

Clockify

Time Tracking Software

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

SimpleTexting

Phone & SMS

EasyPractice

Event Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create sales invoices in Xero from new invoices in Digital Practice
Premium
Details
Try it
Digital Practice + Xero
Create clients in Digital Practice from newly-accepted Ignition proposals
Details
Try it
Ignition + Digital Practice
Create clients in Digital Practice from new won proposals in GoProposal
Details
Try it
GoProposal + Digital Practice
Add new Sage Accounting quotes to Digital Practice
Details
Try it
Sage Accounting + Digital Practice
Create clients in Ignition from new invoices in Digital Practice
Details
Try it
Digital Practice + Ignition
Create leads in Digital Practice from new pipeline stage changes in LeadConnector
Details
Try it
LeadConnector + Digital Practice

Create sales invoices in Xero from new invoices in Digital Practice

Details

Try it

Digital Practice + Xero

Create clients in Digital Practice from newly-accepted Ignition proposals

Details

Try it

Ignition + Digital Practice

Create clients in Digital Practice from new won proposals in GoProposal

Details

Try it

GoProposal + Digital Practice

Add new Sage Accounting quotes to Digital Practice

Details

Try it

Sage Accounting + Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Details

Try it

Digital Practice + Ignition

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Details

Try it

LeadConnector + Digital Practice

Add new Xero contacts to Digital Practice

Details

Try it

Xero + Digital Practice

Add new Digital Practice quotes to Xero

Details

Try it

Digital Practice + Xero

Create quotes in Digital Practice for new quotes in Xero

Details

Try it

Xero + Digital Practice

Add new Sage Accounting quotes to Digital Practice

Details

Try it

Sage Accounting + Digital Practice

Create sales invoices in Sage Accounting from new invoice lists in Digital Practice

Details

Try it

Digital Practice + Sage Accounting

Create new leads in Digital Practice for each purchased Bark in Bark app

Details

Try it

Bark + Digital Practice

Add new Xero contacts to Digital Practice
Premium
Details
Try it
Xero + Digital Practice
Add new Digital Practice quotes to Xero
Premium
Details
Try it
Digital Practice + Xero
Create quotes in Digital Practice for new quotes in Xero
Premium
Details
Try it
Xero + Digital Practice
Add new Sage Accounting quotes to Digital Practice
Details
Try it
Sage Accounting + Digital Practice
Create sales invoices in Sage Accounting from new invoice lists in Digital Practice
Details
Try it
Digital Practice + Sage Accounting
Create new leads in Digital Practice for each purchased Bark in Bark app
Details
Try it
Bark + Digital Practice

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.
Trigger
Polling
Try It
Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Polling
Try It
Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Polling
Try It
Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Polling
Try It
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

Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Polling
Try It
Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Polling
Try It
Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Polling
Try It
Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Polling
Try It
Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Polling
Try It
- 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

Digital Practice Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Digital Practice Integrations

Put Digital Practice to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create sales invoices in Xero from new invoices in Digital Practice

Create clients in Digital Practice from newly-accepted Ignition proposals

Create clients in Digital Practice from new won proposals in GoProposal

Add new Sage Accounting quotes to Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Create sales invoices in Xero from new invoices in Digital Practice

Create clients in Digital Practice from newly-accepted Ignition proposals

Create clients in Digital Practice from new won proposals in GoProposal

Add new Sage Accounting quotes to Digital Practice

Create clients in Ignition from new invoices in Digital Practice

Create leads in Digital Practice from new pipeline stage changes in LeadConnector