Connect Digital Practice and iHomefinder

Both apps 49Digital Practice 30iHomefinder 19

• 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 Contact Request

  Triggers when a new general contact form submission is received on your iHomefinder website.

• Trigger
  New Lead

  Triggers when a new lead (subscriber) is added to your iHomefinder account.

• Trigger
  New More Info Request

  Triggers when a visitor submits a new More Info request about a listing on your iHomefinder website.

• Trigger
  New Showing Request

  Triggers when a visitor submits a new schedule showing request on your iHomefinder website.

• Trigger
  New Valuation Request

  Triggers when a new home valuation request is submitted on your iHomefinder website.

• Action
  Add Note to Subscriber

  Adds an internal note to a subscriber (lead) record. Notes are not visible to the subscriber.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber record for categorization.

• Action
  Create Contact Request

  Creates a contact request (general contact form submission) for a subscriber in iHomefinder.

• Action
  Create Lead

  Creates a new lead (subscriber) in your iHomefinder account.

• Action
  Get Account

  Returns the connected iHomefinder client account's details and configuration.

• Action
  Get Agent

  Returns the full details of a single agent (user) on the iHomefinder client account, by agent ID.

• Action
  Get Listing

  Returns the details of a specific listing (MLS or supplemental) by its listing ID.

• Action
  Get Subscriber

  Returns a subscriber (lead) from your iHomefinder account by ID, including their profile fields.

• Action
  List Agents

  Returns all agents (users) under the iHomefinder client account.

• Action
  List Listings

  Returns listings for your iHomefinder account: your active featured listings, or listings matching a market or saved search.

• Action
  List Markets

  Returns all markets (saved searches) configured on the iHomefinder account, including their ids for filtering listings and report subscriptions.

• Action
  List Subscribers

  Returns the subscribers (leads) on the iHomefinder client account with their profile details.

• Action
  Subscribe to Market Report

  Enrolls an existing subscriber in a market report so they receive it on its schedule.

• Action
  Update Subscriber

  Updates an existing subscriber's profile details, such as name, email, phone, address or assigned agent. Fields left blank are not changed.

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