Connect Digital Practice to Alphacrm

Both apps 46Digital Practice 30Alphacrm 16

• 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.

• Action
  Add communication

  Adds a communication (for example a comment) to a customer or lead card in AlfaCRM.

• Action
  Add customer

  Create a customer (lead or student).

• Action
  Add group

  Create a study group.

• Action
  Add lesson

  Create a lesson.

• Action
  Add payment

  Create a payment.

• Action
  Add task

  Create a task.

• Action
  Archive customer

  Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later.

• Action
  Find customers

  Returns customers and leads that match the specified criteria (name, phone, status and more).

• Action
  List branches

  Lists the branches in the CRM account, optionally only active or only disabled ones.

• Action
  List communications

  Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text.

• Action
  List groups

  List groups.

• Action
  List lead statuses

  List sales funnel stages.

• Action
  List lessons

  List lessons.

• Action
  List payments

  Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more.

• Action
  List tasks

  Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status.

• Action
  Update customer

  Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed.

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