Connect Digital Practice and Gmail

Both apps 55Digital Practice 30Gmail 25

• 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
  Email Sent

  Fires when an email is sent from the mailbox (optionally filtered by query).

• Trigger
  New Gmail Message

  Fires when a new email arrives (optionally filtered by query/labels).

• Action
  Add Label To Email

  Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

• Action
  Create Email Draft

  Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

• Action
  Create Label

  Creates a new label with a unique name in the specified user's gmail account.

• Action
  Delete Draft

  Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

• Action
  Delete Message

  Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

• Action
  Fetch Emails

  Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

• Action
  Fetch Message By Message Id

  Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

• Action
  Fetch Message By Thread Id

  Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

• Action
  Get Attachment

  Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.

• Action
  Get Contacts

  Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.

• Action
  Get People

  Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

• Action
  Get Profile

  Retrieves key gmail profile information (email address, message/thread totals, history id) for a user.

• Action
  List Drafts

  Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.

• Action
  List Labels

  Retrieves a list of all system and user-created labels for the specified gmail account.

• Action
  List Threads

  Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.

• Action
  Modify Thread Labels

  Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.

• Action
  Move To Trash

  Moves an existing, non-deleted email message to the trash for the specified user.

• Action
  Patch Label

  Patches the specified label.

• Action
  Remove Label

  Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.

• Action
  Reply To Thread

  Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.

• Action
  Search People

  Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.

• Action
  Send Draft

  Sends the specified, existing draft to the recipients in the to, cc, and bcc headers.

• Action
  Send Email

  Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.

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