Connect Digital Practice and Discord

Both apps 59Digital Practice 30Discord 29

• 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.

• Trigger
  New Forum Message

  Triggers when a new Message is created on a Forum Post.

• Trigger
  New Forum Post

  Triggers when a new Post is created on a Forum.

• Trigger
  New Mention

  Triggers when a User or Role is mentioned.

• Trigger
  New Message Posted to Channel

  Triggers when a new message is posted to a specific text channel.

• Trigger
  New Reaction on Message

  Triggers when a new Reaction is added to a Message.

• Trigger
  New User Added

  Triggers when a new user joins the Discord Server.

• Trigger
  Role Assigned to User

  Triggers when a role is assigned to a user.

• Action
  Add Reaction to Message

  React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger.

• Action
  Add Role

  assign a role to a user

• Action
  Create Channel

  Create a new channel in a server.

• Action
  Create new Forum Post

  Create a new Post on a Forum Channel.

• Action
  Create Role

  Create a new role in a server.

• Action
  Delete Channel

  Delete or close a channel.

• Action
  Delete Message

  Delete a message from a channel.

• Action
  Find Channel

  Find an existing channel by name.

• Action
  Find User

  Find an existing user by name.

• Action
  Get Message

  Retrieve a specific message from a channel by id.

• Action
  Get Server Member

  Get one member of a Discord server, including the roles they currently hold.

• Action
  List Active Threads

  List the threads and forum posts currently active in a Discord server.

• Action
  List Messages

  List the most recent messages in a Discord channel, newest first.

• Action
  List Reactions

  List the people who reacted to a message with a given emoji.

• Action
  List Roles

  List every role defined in a Discord server, so you can pick the Role ID an operation needs.

• Action
  List Servers

  List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.

• Action
  Remove User Role

  Remove a chosen role from the specified user.

• Action
  Rename Channel

  Rename a channel to a specific name you choose.

• Action
  Send Channel Message

  Post a new message to a specific #channel you choose.

• Action
  Send Direct Message

  Send a direct message to a specific user.

• Action
  Send message in Forum Post

  Send a new message in a specific Forum Post.

• Action
  Update Message

  Edit the content of a previously sent message.

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