Connect Air and Digital Practice

Both apps 62Air 32Digital Practice 30

• Trigger
  Asset Custom Field Updated

  Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.

• Trigger
  Board Custom Field Updated

  Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.

• Trigger
  New Asset

  Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.

• Trigger
  New Board

  Triggers when a new board is created in your Air workspace.

• Trigger
  Tag Added to Asset

  Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.

• Action
  Add Assets to a Board

  Adds one or more assets to a board in your Air workspace.

• Action
  Add Guest to a Board

  Invites a person by email as a guest on an Air board with the chosen guest role.

• Action
  Add Tags to an Asset Version

  Adds an existing tag to a specific version of an asset in Air.

• Action
  Apply a Custom Field to a Board

  Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.

• Action
  Apply a Custom Field to an Asset

  Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.

• Action
  Apply Custom Fields to an Asset

  Sets the value or selected options of one custom field on an Air asset.

• Action
  Create a Board

  Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.

• Action
  Create a Custom Field

  Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.

• Action
  Find Assets

  Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.

• Action
  Find Boards

  Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.

• Action
  Find Custom Fields

  Searches the workspace's custom fields by name and returns the matching fields.

• Action
  Find Guests of a Board

  Returns the guests of an Air board, accepted guests first, optionally filtered by email address.

• Action
  Generate an Upload URL

  Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.

• Action
  Get Asset by ID

  Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).

• Action
  Get Asset Parent Boards

  Returns the boards that contain a given Air asset, most recently created first.

• Action
  Get Asset Version by ID

  Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.

• Action
  Get Board by ID

  Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.

• Action
  Get Custom Field by ID

  Returns one Air custom field, including its name, type and the choices of a select field.

• Action
  Get or Create Tags

  Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.

• Action
  Import a File From a URL

  Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.

• Action
  Remove an Asset From a Board

  Removes an asset from a board in your Air workspace. The asset itself is not deleted.

• Action
  Remove Guest From a Board

  Removes a guest from a board, revoking their access to it.

• Action
  Status of an Import

  Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.

• Action
  Update a Board

  Updates the title, description or parent board of an existing Air board.

• Action
  Update an Asset Version

  Updates the title and/or description of an asset version in Air.

• Action
  Update Role of Guest

  Changes the role of a guest on an Air board.

• Action
  Upload a File

  Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.

• Trigger
  New Account

  Triggers when a new account is added to your company's chart of accounts.

• Trigger
  New Client

  Triggers when a new client is added to your Digital Practice company.

• Trigger
  New Contact

  Triggers when a new contact is added to your Digital Practice CRM.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Digital Practice, including its client and line items.

• Trigger
  New Lead

  Triggers when a new lead is added to your Digital Practice CRM.

• Trigger
  New Product

  Triggers when a new product or service is added in Digital Practice.

• Trigger
  New Project

  Triggers when a new project is added to your Digital Practice company.

• Trigger
  New Quote

  Triggers when a new quote is created in Digital Practice.

• Trigger
  New Vendor

  Triggers when a new vendor is added to your Digital Practice company.

• Action
  Create Account

  Creates a new account in your Digital Practice chart of accounts.

• Action
  Create Client

  Creates a new client company in Digital Practice accounting.

• Action
  Create Contact

  Creates a new contact in your Digital Practice CRM.

• Action
  Create Expense

  Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one.

• Action
  Create Invoice

  Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.

• Action
  Create Invoice Items

  Adds one or more line items to an existing Digital Practice invoice.

• Action
  Create Lead

  Creates a new lead in Digital Practice CRM with its company details, status and priority.

• Action
  Create Product

  Creates a new product or service in Digital Practice.

• Action
  Create Project

  Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied.

• Action
  Create Quote

  Creates a quote for an existing client, or for a new client created from the details you supply.

• Action
  Create Quote Items

  Adds one or more line items (title, price, quantity) to an existing quote.

• Action
  Create Vendor

  Creates a new vendor record in Digital Practice accounting.

• Action
  List accounts

  Returns the list of accounts in your company's chart of accounts.

• Action
  List clients

  Returns the list of clients for your Digital Practice company.

• Action
  List contacts

  Returns the contacts in your Digital Practice company.

• Action
  List invoices

  Returns the invoices in your company, each with its client and line items.

• Action
  List leads

  Returns the leads in your Digital Practice company.

• Action
  List products

  Returns the products and services set up in your Digital Practice company.

• Action
  List projects

  Returns the projects in your Digital Practice company, each with its associated client.

• Action
  List quotes

  Returns the quotes in your company, each with its client and line items.

• Action
  List vendors

  Returns the vendors in your Digital Practice company.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.