Connect CompanyHub and Digital Practice

Both apps 43CompanyHub 13Digital Practice 30

• Trigger
  New Company

  Triggers when a new company is added in CompanyHub.

• Trigger
  New Contact

  Triggers when a new contact is created in CompanyHub.

• Trigger
  New Deal

  Triggers when a new deal is created in CompanyHub.

• Trigger
  New Record (Custom Table)

  Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

• Trigger
  New Task

  Triggers when a new task is created in CompanyHub.

• Trigger
  Record Updated

  Triggers when a record in the chosen CompanyHub table is created or changed.

• Action
  Create a Record (Custom Table)

  Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

• Action
  Create Company

  Creates a new company record in CompanyHub and returns its ID.

• Action
  Create Contact

  Creates a contact in CompanyHub and returns the new contact's ID.

• Action
  Create Deal

  Creates a deal in CompanyHub and returns the new deal's ID.

• Action
  Create Task

  Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

• Action
  Find Record

  Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

• Action
  Update Record

  Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

• 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.