Connect Digital Practice and ProSMS.se

Both apps 50Digital Practice 30ProSMS.se 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
  New Contact

  Triggers when a new contact is added to the account.

• Trigger
  New Group

  Triggers when a new contact group is created.

• Action
  Add Mobile Number to SMS Group

  Adds a phone number to an SMS group.

• Action
  Create Contact

  Creates a contact with a phone number and name, optionally placing it in a group.

• Action
  Create New Group

  Creates a new contact group.

• Action
  Delete Contact

  Deletes a contact by its ID or phone number.

• Action
  Delete Group

  Deletes a group. Only empty groups can be deleted.

• Action
  Delete Scheduled SMS

  Deletes future scheduled SMS messages that share a batch ID or your reference.

• Action
  Get Contact by ID

  Returns a contact and the groups it belongs to, by contact ID.

• Action
  Get Contact by Phone Number

  Returns a contact and the groups it belongs to, by phone number.

• Action
  Get Credit Balance

  Returns the account's remaining SMS credit balance.

• Action
  List Contacts

  Returns the account's contacts, a page at a time.

• Action
  List Groups

  Returns all contact groups with their member counts.

• Action
  List Sender Names

  Returns the sender names approved on the account.

• Action
  List SMS Log

  Returns sent and scheduled SMS messages from up to the last 3 months, filtered by receiver, dates, reference or batch.

• Action
  Remove Contact from Group

  Removes a phone number from a group without deleting the contact.

• Action
  Send Group SMS

  Sends an SMS to every contact in a group.

• Action
  Send SMS

  Sends an SMS to one recipient phone number from one of your approved sender names.

• Action
  Update Contact

  Updates a contact's name or phone number, found by its current phone number.

• Action
  Update Group

  Renames a group.

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