Connect Digital Practice and UniBee

Both apps 59Digital Practice 30UniBee 29

• 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 Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code.

• Action
  Add Invoice

  Create a new invoice.

• Action
  Add Payment

  Record/create a new payment.

• Action
  Add Plan

  Create a new subscription plan.

• Action
  Add Product

  Create a new product.

• Action
  Add Subscription

  Create a new subscription for a user against a plan.

• Action
  Add User

  Create a new customer/user record in UniBee.

• Action
  Cancel Subscription

  Cancel a subscription immediately.

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id.

• Action
  Get Payment

  Fetch a single payment's detail by payment id.

• Action
  Get Plan

  Fetch a single plan's detail by plan id.

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id.

• Action
  Get User

  Fetch a single user's profile by user id.

• Action
  List Discount Codes

  List discount codes with pagination/filters.

• Action
  List Invoices

  List invoices with pagination/filters.

• Action
  List Plans

  List plans with pagination/filters.

• Action
  List Products

  List products with pagination/filters.

• Action
  List Subscriptions

  List subscriptions with pagination/filters.

• Action
  List Users

  List/search customer users with pagination.

• Action
  Update User

  Update an existing user's profile fields.

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