Connect Digital Practice to JustCall

Both apps 40Digital Practice 30JustCall 10

• 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 Contact to Sales Dialer Campaign

  Adds a contact to a JustCall Sales Dialer campaign. Identify the contact by its Sales Dialer contact ID or by phone number; if the phone number does not match an existing contact, a new contact is created and added. Details passed for an existing contact update that contact.

• Action
  Add Sales Dialer Campaign

  Creates a new Sales Dialer campaign.

• Action
  Delete Contact From Sales Dialer Campaign

  This action allows you to delete a contact from an existing Sales Dialer Campaign

• Action
  Find Contact

  Returns the JustCall contacts that match the specified phone number and/or first and last name.

• Action
  Get Contact

  Retrieves a single JustCall contact by its id.

• Action
  List Contacts

  Lists contacts in the JustCall account, optionally filtered by agent, phone number, name or status. Returns up to 500 contacts.

• Action
  List Phone Numbers

  Lists the phone numbers on your JustCall account, optionally filtered by type, capability, owner, sharing or business hours setting.

• Action
  List Sales Dialer Campaigns

  Returns all Sales Dialer campaigns on the account.

• Action
  List Users

  Lists the users in your JustCall account, optionally filtered by availability, email, user group or role.

• Action
  Update Contact

  Updates an existing contact in JustCall's Contacts, located by its id or its primary phone number. Contact status (DND/DNM/Blacklist) cannot be changed with this action.

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