Connect Digital Practice to PeopleForce

Both apps 48Digital Practice 30PeopleForce 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
  Create Candidate

  Creates a new candidate in PeopleForce recruitment and returns the candidate record.

• Action
  Create Employee

  Creates an employee in PeopleForce and returns the new employee record.

• Action
  Create Employee Position

  Adds a new position record to a PeopleForce employee, such as a promotion or transfer.

• Action
  Create Employee Salary

  Adds a new salary record to an employee in PeopleForce and returns the created record.

• Action
  Create Leave Request

  Creates a leave request for an employee, optionally skipping the approval flow.

• Action
  Create Task

  Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.

• Action
  Find Candidate

  Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.

• Action
  Find Employee

  Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.

• Action
  List Employee Positions

  Returns the position records of an employee in PeopleForce.

• Action
  List Employees

  Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.

• Action
  List Employee Salaries

  Returns the salary records of an employee.

• Action
  List Leave Types

  Returns the leave types defined in the PeopleForce account.

• Action
  List Termination Reasons

  Returns the termination reasons defined in the PeopleForce account.

• Action
  List Termination Types

  Returns the termination types defined in the PeopleForce account.

• Action
  Terminate Employee

  Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.

• Action
  Update Employee

  Updates an existing employee profile in PeopleForce and returns the updated employee.

• Action
  Update Employee Position

  Updates an existing position record on an employee in PeopleForce and returns the updated record.

• Action
  Update Employee Salary

  Updates an existing salary record on an employee.

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