Connect Digital Practice and SignNow

Both apps 46Digital Practice 30SignNow 16

• 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
  Document Deleted

  Triggers when a document has been deleted.

• Trigger
  Document Updated

  Triggers when a document has been updated.

• Trigger
  New Document

  Triggers when a document has been uploaded to SignNow.

• Action
  Add signing link

  Creates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it.

• Action
  Add template

  Creates a template in SignNow from an existing document. The source document is flattened into a reusable template.

• Action
  Delete document

  Deletes a document from the SignNow account.

• Action
  Download document

  Downloads a SignNow document as a PDF, or as a zip that also includes its attachments.

• Action
  Get document

  Get a document by id.

• Action
  Invite to Sign

  Sends a free form invite to sign an existing SignNow document that has no fields; the signer can place their signature anywhere on the document.

• Action
  List documents

  Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting.

• Action
  List signing links

  Lists the signing links created for a document or template.

• Action
  Merge documents

  Merges existing SignNow documents into one new document.

• Action
  Resend invite

  Resends the email invite to sign a document to a signer who has not yet signed.

• Action
  Update Document

  edits an existing document (e.g. adds or updates fields/texts), which fires the user.document.update event without sending an invite (avoids the daily invite limit).

• Action
  Upload Document

  Uploads a file to the SignNow account and returns the new document's ID.

• Action
  Upload Document & Extract Fields

  Uploads a .doc, .docx or .pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields.

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