Connect Digital Practice and Recharge

Both apps 70Digital Practice 30Recharge 40

• 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 Status Change

  Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).

• Trigger
  New Address Created

  Triggers when a new address is added for a customer.

• Trigger
  New Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Charge Created

  Triggers when a new charge is created in Recharge.

• Trigger
  New Customer

  Triggers when a new customer is added to your Recharge store.

• Trigger
  New Order

  Triggers when a new order is created in Recharge.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Activate Subscription

  Reactivates a cancelled subscription.

• Action
  Cancel Subscription

  Cancels an active subscription with a reason.

• Action
  Change Next Charge Date

  Changes the next charge date of a subscription.

• Action
  Create Customer

  Creates a customer in Recharge and returns the new customer's ID.

• Action
  Create Discount Codes

  Creates a discount code in Recharge.

• Action
  Create One Time Charge

  Adds a one-time product to an address's upcoming charge.

• Action
  Delete Address

  Deletes a Recharge address that has no active subscriptions.

• Action
  Delete Customer

  Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.

• Action
  Delete One Time Charge

  Deletes an unprocessed one-time product.

• Action
  Delete Order

  Deletes a queued (scheduled) order.

• Action
  Delete Subscription

  Permanently deletes a subscription.

• Action
  Find a Charge

  Returns one charge by ID, with its status, schedule and total.

• Action
  Find an Address

  Finds Recharge addresses by customer, address ID, discount, active status or date range.

• Action
  Find a Subscription

  Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.

• Action
  Find Customer

  Finds a Recharge customer by email or ecommerce customer ID.

• Action
  List Addresses

  Returns addresses, optionally for one customer.

• Action
  List Charges

  Returns charges, optionally filtered by customer or status.

• Action
  List Customers

  Returns a list of customers in your Recharge store.

• Action
  List One-Time Charges

  Returns one-time products, optionally for one customer or address.

• Action
  List Orders

  Returns orders, optionally filtered by customer or status.

• Action
  List Subscriptions

  Returns subscriptions, optionally filtered by customer or status.

• Action
  Process Charge

  Processes a queued charge immediately (Recharge Plus plan).

• Action
  Retrieve Address

  Returns one Recharge address by ID.

• Action
  Retrieve Customer

  Returns one Recharge customer by ID, with their name, email, phone and active subscription count.

• Action
  Retrieve Discount

  Returns one discount by ID.

• Action
  Retrieve One-Time Charge

  Returns one one-time product by ID.

• Action
  Retrieve Order

  Returns one Recharge order by ID, including its line items.

• Action
  Skip Charge

  Skips an upcoming charge.

• Action
  Unskip Charge

  Unskips a previously skipped charge.

• Action
  Update Address

  Updates a Recharge shipping address.

• Action
  Update Customer

  Updates a Recharge customer's name, email or phone.

• Action
  Update One-Time Charge

  Updates a one-time product's quantity, price or charge date.

• Action
  Update Order Line Items

  Replaces the line items on an existing Recharge order and returns the updated order.

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