Digital Practice and Salesflare
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
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