Connect Digital Practice to Moderation API

Both apps 48Digital Practice 30Moderation API 18

• 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 author

  Creates a new author (a user of your platform) in Moderation API so their content and behavior can be tracked and moderated.

• Action
  Add wordlist

  Creates a new wordlist in your Moderation API organization, optionally filled with an initial set of words. Add the wordlist to a policy to use it in moderation.

• Action
  Add words to wordlist

  Adds words or phrases to an existing wordlist. Words already on the list are ignored.

• Action
  Block author

  Blocks an author so they cannot post new content until they are unblocked.

• Action
  Delete author

  Deletes an author, resetting their status, blocks, trust level, metrics and action history. The author is recreated with a clean record the next time their content is moderated.

• Action
  Extract All Data

  Analyzes a piece of text and returns all data found in it — email addresses, phone numbers, URLs, addresses, names and other personal information or wordlist matches — along with the overall moderation result.

• Action
  Get author

  Returns an author's details, including their status, trust level, block details, risk level, content metrics and metadata.

• Action
  Get Moderated Text

  Submits a piece of text for moderation and returns the moderated text (with any personal information or banned words masked), along with whether it was flagged and the recommended action.

• Action
  Get Moderation Object

  Submits a structured object made of several named text, image, video or audio parts (for example a profile's name, bio and avatar) for moderation, and returns the evaluation, the recommended action and the per-policy results.

• Action
  Get wordlist

  Returns a single wordlist, including its name, strict-mode setting and every word it contains.

• Action
  List authors

  Returns the authors in your Moderation API project, with their status, trust level and content metrics. By default the most recently active authors come first.

• Action
  List queue items

  Returns the items in a review queue, with the queue's own filters applied. By default only items still waiting for review are returned.

• Action
  List wordlists

  Returns the wordlists in your Moderation API organization, with each wordlist's name, description and creation date.

• Action
  Moderate content

  Submits text, an image, a video, audio or a structured object for moderation and returns whether it was flagged, the recommended action (allow, review or reject) and the per-policy results.

• Action
  Resolve queue item

  Marks an item in a review queue as resolved, removing it from the queue's pending list.

• Action
  Send feedback

  Sends a feature request, bug report or other feedback to the Moderation API team, who may reply by email.

• Action
  Unblock author

  Unblocks a blocked or suspended author so they can post new content again.

• Action
  Update author

  Updates an existing author's profile in Moderation API, such as their name, email, company, trust level or metadata, and returns the updated author.

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