Connect Digital Practice and VBOUT

Both apps 50Digital Practice 30VBOUT 20

• 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 Contact

  Triggers when a new contact is added to a VBOUT email list.

• Trigger
  New Contact Property Change

  Triggers when any property of a contact in a VBOUT email list changes, or a contact is added.

• Action
  Add contact

  Creates a contact in a VBOUT email list, with optional IP address and list custom field values.

• Action
  Add Contact to List

  Adds a contact to one of your VBOUT email lists.

• Action
  Add Custom Event to a Contact

  Records a custom activity on a VBOUT contact's timeline.

• Action
  Add Tag to Contact

  Adds a tag to a VBOUT contact, found by email address.

• Action
  Create Email List

  Creates a new email list in VBOUT.

• Action
  Create Email Marketing Campaign

  Creates an email campaign in VBOUT addressed to one of your lists.

• Action
  Create Social Media Message

  Posts a message to one of your connected social media channels through VBOUT.

• Action
  Get email campaign

  Returns an email campaign's details, including subject, sender and content, by its ID.

• Action
  Get email list

  Returns the settings of one VBOUT email list, including its name, sender details, confirmation messages and the list's custom fields.

• Action
  List contacts

  Returns the contacts in a VBOUT email list.

• Action
  List email campaigns

  Returns the email campaigns in your VBOUT account, optionally filtered by status (sent, scheduled, draft, automation) or date range.

• Action
  List email lists

  Returns all email lists in the VBOUT account, with each list's name, sender settings and creation date.

• Action
  Move contact

  Moves a VBOUT contact from one email list to another.

• Action
  Remove Tag From Contact

  Removes a tag from a VBOUT contact, found by email address.

• Action
  Unsubscribe Contact

  Unsubscribes a VBOUT contact by setting its status to inactive.

• Action
  Update Contact

  Updates an existing VBOUT contact's email, status or IP address.

• Action
  Update email campaign

  Updates an existing VBOUT email marketing campaign's name, subject, content, sender and recipients.

• Action
  Update email list

  Updates an existing VBOUT email list's name, sender details, notification settings and subscription messages.

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