Connect Digital Practice and WaiverForever

Both apps 42Digital Practice 30WaiverForever 12

• 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 Waiver Accepted

  Triggers when a signed waiver is accepted (approved), optionally for one template.

• Trigger
  New Waiver Submitted

  Triggers when a new waiver is signed and submitted, optionally for one template.

• Action
  Accept Waiver

  Accepts a waiver that is in pending status.

• Action
  Create Request Group

  Creates a waiver request group for a template and returns its shareable signing link.

• Action
  Create Tracking Waiver Request

  Creates a one-off signing link for a template and returns the link plus a tracking ID.

• Action
  Find Waivers

  Searches signed waivers by keyword, template, status, reference number or signing date range.

• Action
  Get Request Group

  Returns one waiver request group, optionally with the waivers signed against it.

• Action
  Get Waiver

  Returns one signed waiver, including its field answers, status and PDF link.

• Action
  List Request Groups

  Returns the waiver request groups for a template, optionally filtered by name or status.

• Action
  List Templates

  Returns every waiver template in the WaiverForever account.

• Action
  Update Request Group

  Updates a waiver request group's name, size, note or contact info.

• Action
  Update Waiver Note

  Sets the note on a signed waiver.

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