Digital Practice + Ignition

Create clients in Digital Practice from newly-accepted Ignition proposals

Set up this integration to save yourself the time and energy of manual client creation. Once it's active, this Zap automatically generates a client in Digital Practice each time a new client proposal is accepted in Ignition.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create Client
Create a new client profile on Digital Practice with data provided
ActionWrite

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Supported triggers and actions

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers when a proposal is accepted, once for each service. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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- Client NameRequired
- Deal NameRequired
- Default Contact NameRequired
Action
Write
- Client SlugRequired
Action
Search

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
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- Name of the AccountRequired
- Account DescriptionRequired
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Unique Id of the QuoteRequired
- Item TitleRequired
- Item PriceRequired
- Item QuantityRequired
Action
Write

Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Trigger
Instant
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- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write
- Client SlugRequired
- Client NameRequired
- Default Contact Name
- Default Contact Email
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
Action
Write
- Client NameRequired
- Client EmailRequired
Action
Search
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 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
Action
Write
- 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
Action
Write
- Unique Id of the InvoiceRequired
- Title of Line ItemRequired
- Price of Line itemRequired
- Quantity of Line ItemsRequired
Action
Write
- Title of Product or ServiceRequired
- Price of the Product or ServiceRequired
- Description of Product or Service
- Type - Product or Service
Action
Write
- 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
Action
Write
- Company Name / Name of OrganisationRequired
- Company Email AddressRequired
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write

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

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Learn more