Connect Digital Practice and Vision6

Both apps 47Digital Practice 30Vision6 17

• 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
  Contact Was Added

  Triggered when a contact is added to the chosen list.

• Trigger
  Contact Was Deactivated

  Triggered when a contact in the chosen list is deactivated.

• Trigger
  Contact Was Unsubscribed

  Triggered when a contact in the chosen list unsubscribes from email.

• Trigger
  Contact Was Updated

  Triggered when a contact in the chosen list is updated.

• Action
  Add a Contact

  Adds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up.

• Action
  Add field

  Adds a new field to a Vision6 list and returns the new field's ID.

• Action
  Add list

  Creates a new contact list in a Vision6 folder.

• Action
  Deactivate a Contact

  Deactivates a contact in a Vision6 list so they no longer receive messages sent to that list.

• Action
  Delete a Contact

  Deletes a contact from a Vision6 list.

• Action
  Find contacts by criteria

  Returns the contacts in a list that match the search conditions you supply.

• Action
  Find messages by criteria

  Returns the email and SMS messages that match your search criteria, such as subject, name or folder.

• Action
  List lists

  Returns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted.

• Action
  Reactivate a Contact

  Reactivates a previously deactivated contact in a Vision6 list so they receive messages again.

• Action
  Send transactional email

  Sends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list.

• Action
  Subscribe a Contact

  Subscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID.

• Action
  Unsubscribe a Contact

  Unsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List.

• Action
  Update a Contact

  Updates one or more existing contacts in a Vision6 list with new field values.

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