Connect Digital Practice and ONLYOFFICE DocSpace

Both apps 57Digital Practice 30ONLYOFFICE DocSpace 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
  File Created

  Triggers when a new file is created in the selected DocSpace folder or room.

• Trigger
  File Created in My Documents

  Triggers when a new file is created in your My documents section.

• Trigger
  Folder Created

  Triggers when a new folder is created inside the selected folder or room.

• Trigger
  Folder Created in My Documents

  Triggers when a new folder is created in your My Documents section.

• Trigger
  Room Archived

  Triggers when a room is moved to the Archive section of your DocSpace.

• Trigger
  Room Created

  Triggers when a new room is created in the DocSpace portal.

• Trigger
  User Added

  Triggers when a new user is added to the DocSpace portal.

• Trigger
  User Joined

  Triggers when a user joins the DocSpace portal by activating their account.

• Action
  Archive Room

  Moves a DocSpace room to the Archive section.

• Action
  Create File

  Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.

• Action
  Create File in My Documents

  Creates a new blank document, spreadsheet or presentation in your My documents section.

• Action
  Create Folder

  Creates a new folder with the given title inside a folder or room.

• Action
  Create Folder in My Documents

  Creates a new folder in your My Documents section.

• Action
  Create Room

  Creates a new room in the DocSpace Rooms section and returns the room's information.

• Action
  Delete Folder

  Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.

• Action
  Delete Folder From My Documents

  Deletes a folder from My Documents in ONLYOFFICE DocSpace.

• Action
  Download File

  Returns a temporary pre-signed download link for a DocSpace file.

• Action
  Download File From My Documents

  Returns a temporary download link for a file in My Documents.

• Action
  Find User by Email

  Finds a DocSpace user by email address and returns their profile.

• Action
  Get External Link

  Returns the primary external (public share) link of a DocSpace room.

• Action
  Get Room Access List

  Returns the list of users, groups and links that have access to a room, with their access rights.

• Action
  Invite User

  Invites a person to the DocSpace portal by email with the chosen user role.

• Action
  Search File

  Searches a DocSpace folder or room for files whose title matches the given text.

• Action
  Search Folder

  Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.

• Action
  Share Room

  Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.

• Action
  Upload File

  Uploads a file from a URL into a chosen DocSpace folder or room.

• Action
  Upload File to My Documents

  Uploads a file to your My documents section in ONLYOFFICE DocSpace.

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