Connect Digital Practice and Recruitee

Both apps 55Digital Practice 30Recruitee 25

• 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 Task

  Triggered when a new task is created in your Recruitee company.

• Action
  Add Note to Candidate

  Adds a note to a candidate's profile in Recruitee.

• Action
  Add Note to Job Opening/Talent Pool

  Adds a note to a job opening or a talent pool.

• Action
  Add Tags to Candidate

  Adds tags to a candidate.

• Action
  Assign Candidate to Job Opening/Talent Pool

  Assigns a candidate to a job opening or talent pool.

• Action
  Create Candidate

  Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.

• Action
  Create Job Opening

  Creates a new job opening in Recruitee.

• Action
  Create Talent Pool

  Creates a talent pool in Recruitee.

• Action
  Create Task

  Creates a task.

• Action
  Delete candidate

  Permanently deletes a candidate from your Recruitee company.

• Action
  Delete job opening

  Permanently deletes a job opening (offer) and its applications in Recruitee.

• Action
  Find Candidate

  Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.

• Action
  Find Candidate Stage

  Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.

• Action
  Find Job Opening

  Returns the job openings whose title contains the specified text.

• Action
  Find Talent Pool

  Finds talent pools whose name contains the search text.

• Action
  Find Task

  Finds tasks in the company whose title contains the given text.

• Action
  Get candidate

  Fetches a candidate by ID. An error occurs if the candidate is not found.

• Action
  Get job opening

  Retrieves a single job opening from Recruitee by its id or slug.

• Action
  List departments

  Lists every department set up in your Recruitee company.

• Action
  List Job Opening/Talent Pool Notes

  Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.

• Action
  List locations

  List all locations.

• Action
  Proceed Candidate

  Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.

• Action
  Update job opening

  Updates an existing Recruitee job opening. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task.

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