Digital Practice and Salesflare

CRM (Customer Relationship Management) digitalpractice.io ↗

How to connect Digital Practice

Via Zapier — 22 operations available. Set it up ↗

What you can automate

When new Account in Salesflare, create Account in Digital Practice.
When new Opportunity in Salesflare, create Quote in Digital Practice.

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.

Digital Practice operations on Zapier

Triggers (10)

Start a workflow when this happens

Fetch Account List — Triggers when a new account is created on Digital Practice.
Fetch Client List — Triggers when a new client is created on Digital Practice.
Fetch Contact List — Triggers when a new contact is created on Digital Practice.
Fetch Expense List — Triggers when a new expense is created on Digital Practice.
Fetch Invoice List — Triggers when a new invoice is created on Digital Practice.

Show 5 more triggers

Fetch Lead List — Triggers when a new lead is created on Digital Practice.
Fetch Product List — Triggers when a new product is created on Digital Practice.
Fetch Project List — Triggers when a new project is created on Digital Practice.
Fetch Quote List — Triggers when a new quote is created on Digital Practice.
Fetch Vendor List — Triggers when a new vendor is created on Digital Practice.

Actions (12)

Things Salesflare can make it do

Create Account — Create a new financial account on Digital Practice with data provided
Create Client — Create a new client profile on Digital Practice with data provided
Create Contact — Create a new contact profile on Digital Practice with data provided
Create Expense — Create a new expense on Digital Practice with data provided
Create Invoice — Create a new invoice on Digital Practice with data provided

Show 7 more actions

Create Invoice Items — Creates a new Invoice Line Item, when you provide the Invoice UniqueId.
Create Lead — Create a new lead on Digital Practice CRM App with data provided
Create Product — Create a new product record on Digital Practice with data provided
Create Project — Create a new project on Digital Practice with data provided
Create Quote — Create a new quote record on Digital Practice with data provided
Create Quote Items — Creates a new Quote Line Item, when you provide the Quote UniqueId.
Create Vendor — Create a new vendor on Digital Practice with data provided