Connect Digital Practice to Rosette Text Analytics

Both apps 44Digital Practice 30Rosette Text Analytics 14

• 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
  Analyze morphology

  Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings.

• Action
  Analyze sentiment

  Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned.

• Action
  Categorize text

  Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each.

• Action
  Deduplicate names

  Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied.

• Action
  Extract entities

  Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base.

• Action
  Extract events

  Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated.

• Action
  Extract relationships

  Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score.

• Action
  Extract topics

  Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score.

• Action
  Identify language

  Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence.

• Action
  Match addresses

  Compares two addresses and returns a similarity score indicating how likely they refer to the same place.

• Action
  Match names

  Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization.

• Action
  Tokenize text

  Splits text into a list of tokens (words and punctuation).

• Action
  Translate name

  Translates a person, place or organization name into another language and script.

• Action
  Transliterate text

  Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script.

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