Connect Digital Practice and JotForm

Both apps 68Digital Practice 30JotForm 38

• 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 Form Submission

  Polling trigger: fires when a new submission is received for the specified form.

• Trigger
  New Form Submission (instant)

  Triggers instantly when someone submits the chosen form.

• Action
  Add New Question to Specified Form

  Add new question to specified form

• Action
  Add or Edit a Single Question Properties

  Add or edit a single question properties

• Action
  Add Resources to Label

  Add Resources to Label

• Action
  Add Submissions to the Form

  Add Submissions to the Form

• Action
  Clone Form

  Clone an existing form.

• Action
  Create Folder

  Create Folder

• Action
  Create Form

  Create a new form

• Action
  Create or Replace Form

  Create new forms

• Action
  Create Report

  Create report

• Action
  Create Submission

  Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.

• Action
  Delete a Report

  Delete a Report

• Action
  Delete Folder

  Delete Folder

• Action
  Delete Form

  Delete a form (moves to trash).

• Action
  Delete Form Question

  Delete Form Question

• Action
  Delete Submission

  Delete a single submission.

• Action
  Edit Submission Data

  Edit Submission Data

• Action
  Get Details About a Question

  Get Details About a Question

• Action
  Get Folder

  Get details of a specific folder including the forms it contains.

• Action
  Get Form

  Get the details of a specific form.

• Action
  Get Form Files

  List files uploaded to a form's submissions.

• Action
  Get Form Questions

  Get a list of all questions on a form.

• Action
  Get History

  Get History

• Action
  Get Label Resources

  Get Label Resources

• Action
  Get Report Details

  Get Report Details

• Action
  Get Submission

  Get details of a specific submission.

• Action
  Get Submission PDF

  Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.

• Action
  Get User Reports

  Get User Reports

• Action
  List Account Submissions

  List all submissions across all forms on the account.

• Action
  List Folders

  Get a list of form folders on the account.

• Action
  List Form Reports

  List all reports for a specific form.

• Action
  List Forms

  List all forms on the account.

• Action
  List Form Submissions

  List submissions for a specific form.

• Action
  Remove Resources from Label

  Remove Resources from Label

• Action
  Replace Form Properties

  Add or edit properties of a specific form

• Action
  Set Form Properties

  Add or edit properties of a specific form

• Action
  Update Folder

  Update Folder

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