Connect GoProposal and Digital Practice to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings GoProposal and Digital Practice together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate GoProposal with Digital Practice - no code necessary. See how you can get setup in minutes.
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 CreatedTriggers when a new draft proposal is created. Try ItTriggerInstant
- Proposal WonTriggers when a proposal is won. Try ItTriggerInstant
- Fetch Client ListTriggers when a new client is created on Digital Practice. Try ItTriggerPolling
- Fetch Expense ListTriggers when a new expense is created on Digital Practice. Try ItTriggerPolling
- Proposal CreatedTriggers when a new live proposal is created. Try ItTriggerInstant
- Fetch Account ListTriggers when a new account is created on Digital Practice. Try ItTriggerPolling
- Fetch Contact ListTriggers when a new contact is created on Digital Practice. Try ItTriggerPolling
- Fetch Invoice ListTriggers when a new invoice is created on Digital Practice. Try ItTriggerPolling
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