Connect Digital Practice and Paid Memberships Pro

Both apps 45Digital Practice 30Paid Memberships Pro 15

• 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
  Membership Level Changed

  Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date.

• Trigger
  Order Added or Updated

  Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total).

• Action
  Add discount code

  Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record.

• Action
  Cancel a User's Membership Level

  Cancels a specific membership level for a member, identified by user ID or email.

• Action
  Change a User's Membership Level

  Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership.

• Action
  Create a Membership Level Object

  Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings.

• Action
  Delete membership level

  Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API.

• Action
  Get discount code

  Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value.

• Action
  Get membership level

  Returns a membership level's full details, including pricing, billing cycle and expiration settings.

• Action
  Get order

  Returns a membership order, including billing details, totals, payment gateway and status, by its order code.

• Action
  Get user's membership level

  Returns the current membership level of a WordPress user, looked up by user ID or email.

• Action
  List membership levels

  Returns all membership levels on your Paid Memberships Pro site, including inactive levels.

• Action
  List recent orders

  Returns the most recently added or updated membership orders on your site, newest first.

• Action
  List user's membership levels

  Returns every membership level a member currently holds, looked up by their WordPress user ID or email address.

• Action
  Update membership level

  Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level.

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