Connect Digital Practice and Omnisend

Both apps 68Digital Practice 30Omnisend 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 Contact

  Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.

• Trigger
  Updated Contacts

  Triggers when a contact is created or updated in Omnisend, newest changes first.

• Action
  Add email template

  Creates a new email template in Omnisend with a name, general style settings and content sections.

• Action
  Add product

  Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.

• Action
  Add product category

  Creates a new product category in your Omnisend store.

• Action
  Add segment

  Creates a new contact segment in Omnisend from a name and a set of condition rules.

• Action
  Add tags to contacts

  Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.

• Action
  Cancel Campaign

  Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.

• Action
  Copy Campaign

  Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.

• Action
  Create Campaign

  Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.

• Action
  Create Subscriber

  Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.

• Action
  Delete Campaign

  Deletes a campaign from your Omnisend account.

• Action
  Delete Email Template

  Deletes an email template from your Omnisend account by its ID.

• Action
  Delete Image

  Deletes an image from the Omnisend image library by its ID.

• Action
  Delete product

  Deletes a product from the Omnisend product catalog by its ID.

• Action
  Delete Segment

  Permanently deletes a segment in Omnisend.

• Action
  Find Campaign

  Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.

• Action
  Find Campaigns

  Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.

• Action
  Find Email Template

  Returns a single email template, including its name, layout sections and general settings, looked up by its ID.

• Action
  Find Email Templates

  Returns email templates whose names contain the given text.

• Action
  Find Image

  Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.

• Action
  Find Images

  Returns images in your Omnisend library whose names contain the search text.

• Action
  Find Segment

  Returns an Omnisend segment by its ID, including its name, status and condition rules.

• Action
  Find Segments

  Finds segments whose name contains the given text.

• Action
  Get contact

  Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.

• Action
  Get product

  Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.

• Action
  Get Segment Statistics

  Returns statistics for a segment, including how many contacts it currently contains.

• Action
  Import Email Template

  Creates a new Omnisend email template by importing raw HTML. Returns the created template.

• Action
  List contacts

  Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.

• Action
  Remove tags from contacts

  Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.

• Action
  Render Email Template

  Renders an email template and returns its full HTML body for preview.

• Action
  Send Customer Event

  Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.

• Action
  Update Campaign

  Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.

• Action
  Update contact

  Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.

• Action
  Update email template

  Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.

• Action
  Update product

  Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.

• Action
  Update segment

  Updates an existing segment's name and rules. The segment can't be updated while it is being built.

• Action
  Upload Image

  Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.

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