Connect Digital Practice and MiiTel

Both apps 57Digital Practice 30MiiTel 27

• 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 Meeting

  Triggers when a new meeting recording is added in MiiTel.

• Trigger
  New Phone Call

  Triggers when a new phone call is recorded in MiiTel.

• Action
  Bulk partially update phone call legs

  Partially update multiple call-detail records, returning {"call_details": [...]}.

• Action
  Create a presigned URL to upload call audio

  Mint a presigned URL for (re-)uploading a call's audio recording.

• Action
  Delete a phone call leg comment

  Delete one comment from a call-detail record.

• Action
  Get a meeting

  Retrieve one video meeting record, wrapped as {"video": {...}}.

• Action
  Get a phone call

  Retrieve one parent phone call and its nested call legs.

• Action
  Get a phone call leg

  Retrieve one call-detail record, wrapped as {"call_detail": {...}}.

• Action
  Get phone call leg audio

  Stream the audio recording for one call.

• Action
  Increment playback count of a phone call leg

  Record a playback of this phone call leg; returns when it was recorded.

• Action
  List a meeting's viewers

  List the users who have played the video — paginated, most recent first.

• Action
  Remove tags from a meeting

  Remove one tag from a video meeting record.

• Action
  Retrieve all tags assigned to a meeting

  Retrieve all tags currently assigned to a video meeting record.

• Action
  Retrieve all tags assigned to a phone call leg

  Retrieve all tags currently assigned to a call detail record.

• Action
  Retrieve a meeting recording's phrase summaries

  Retrieve the summarized transcript phrase groups of a video, by start time.

• Action
  Retrieve a meeting recording's summaries

  Retrieve a video's AI-generated and manual summaries, newest first.

• Action
  Retrieve call quality metrics for a phone call leg

  Retrieve call quality metrics for a specific call detail record.

• Action
  Retrieve dial start timestamp of a phone call leg

  Retrieve a call detail's dial_starts_at (ISO 8601); 404 if the id is unknown.

• Action
  Retrieve the comment list of a meeting recording

  Retrieve a video detail's comments, wrapped as {"video_comments": [...]}.

• Action
  Retrieve the comment list of a phone call leg

  Retrieve a call leg's comments, wrapped as {"comments": [...]}.

• Action
  Retrieve the transcript of a meeting recording

  Retrieve a video's transcript, wrapped as {"phrases": [...]}.

• Action
  Retrieve the transcript of a phone call leg

  Retrieve a call's transcript, one entry per participant track.

• Action
  Retrieve topics extracted from a meeting recording transcript

  Retrieve the list of topics extracted from a video meeting transcript.

• Action
  Update a meeting recording summary

  Update the text of an existing summary on a video.

• Action
  Update a meeting's access permission settings

  Update the access permission of a video; returns the updated settings.

• Action
  Update a transcript phrase of a phone call leg

  Correct one transcript phrase, returning the stored phrase as {"phrase": {...}}.

• Action
  Update the after-call-work end time of a phone call leg

  Update a call detail's After Call Work end timestamp (ISO 8601); 409 if already finalized.

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