Connect Digital Practice to Missive

Both apps 41Digital Practice 30Missive 11

• 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 shared label

  Creates a shared label in a Missive organization, optionally nested under a parent label and shared with the organization, a team or specific users.

• Action
  Create Draft

  Creates an email, SMS, WhatsApp, Live Chat or custom-channel draft in Missive, in a new conversation or as a reply to an existing one. The draft can be left for editing, sent immediately, or scheduled for later.

• Action
  Create Post

  Creates a post in a new or existing Missive conversation, optionally closing, reopening, assigning, labelling or moving that conversation at the same time.

• Action
  Create Task

  Creates a task in Missive — a standalone task assigned to a team or users, or a subtask inside a conversation.

• Action
  Get conversation

  Returns a single Missive conversation, including its subject, assignees, users, shared labels, team and message counts.

• Action
  Get task

  Returns a single Missive task by its id, including its title, description, state, due date, assignees and team.

• Action
  List conversations

  Returns the conversations in a Missive mailbox, shared label or team inbox, newest activity first, optionally narrowed to one contact email, domain or contact organization.

• Action
  List users

  Returns the users in the Missive organizations you belong to, optionally limited to one organization.

• Action
  Merge conversations

  Merges one conversation into another. The source conversation's messages, comments and other entries join the target conversation; this cannot be undone.

• Action
  Update conversation

  Updates a conversation without adding a post: rename it, recolor it, close or reopen it, move it to an inbox or team, assign users, or add and remove shared labels.

• Action
  Update Task

  Updates an existing Missive task's title, description, state, assignees, team or due date. 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.