Connect Digital Practice and Partnero

Both apps 50Digital Practice 30Partnero 20

• 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
  Customer Created

  Triggers when a new customer is created in Partnero.

• Trigger
  Customer Deleted

  Triggers when a customer is deleted in Partnero.

• Trigger
  Customer Updated

  Triggers when a customer is updated in your Partnero program.

• Trigger
  Partner Created

  Triggers when a new partner is created in your Partnero program.

• Trigger
  Partner Deleted

  Triggers when a partner is deleted from your Partnero program.

• Trigger
  Partner Updated

  Triggers when a partner is updated in your Partnero program.

• Trigger
  Transaction Created

  Triggers when a new transaction is recorded in your Partnero program.

• Trigger
  Transaction Deleted

  Triggers when a transaction is deleted (refunded) in Partnero.

• Action
  Archive Partner

  Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later.

• Action
  Create a New Customer

  Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.

• Action
  Create a New Partner

  Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.

• Action
  Create a New Transaction

  Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.

• Action
  Delete Existing Customer

  Deletes an existing customer from your Partnero program by their customer key.

• Action
  Delete Existing Partner

  Deletes an existing partner from your Partnero program.

• Action
  Delete Existing Transaction

  Deletes an existing transaction in your Partnero program by its key.

• Action
  Find Partner

  Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.

• Action
  Get Transaction

  Returns a single transaction by its key.

• Action
  Restore Partner

  Restores a previously archived partner and reactivates their portal access.

• Action
  Update Existing Customer

  Updates an existing customer's name, email, key or tags in your Partnero program.

• Action
  Update Existing Partner

  Updates an existing partner's name, email, password, referral key or tags in your Partnero program.

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