Connect Digital Practice and WordPress

Both apps 53Digital Practice 30WordPress 23

• 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 Comment

  Triggers when a new comment is posted on your WordPress site.

• Trigger
  New Media

  Triggers when a new media item (image, video, audio or document) is uploaded to the WordPress media library.

• Trigger
  New page

  Triggers when a new page is created on the WordPress site.

• Trigger
  New Post

  Triggers when a new post is published on your WordPress site.

• Trigger
  New User

  Triggers when a new user registers on your WordPress site.

• Trigger
  Updated Post

  Triggers when a post is created or updated, newest changes first.

• Trigger
  Updated User

  Triggers when a WordPress user is added or their profile is changed (name, email, roles, bio and other details).

• Action
  Add category

  Creates a new post category on your WordPress site and returns the created category.

• Action
  Add comment

  Adds a new comment to a WordPress post or page.

• Action
  Add page

  Creates a new page on your WordPress site with the title, content, status and other details you provide.

• Action
  Add tag

  Creates a new tag on your WordPress site.

• Action
  Create Post

  Creates a new post on your WordPress site with the title, content, status, categories and tags you provide.

• Action
  Create User

  Creates a new user account on your WordPress site with the login name, email and password you provide.

• Action
  Delete post

  Deletes a post, moving it to the trash or removing it permanently.

• Action
  Delete user

  Permanently deletes a WordPress user and reassigns their posts and links to another user.

• Action
  Find comments by criteria

  Finds comments on the WordPress site matching search text, post, author, status, date range and other criteria.

• Action
  Find pages by criteria

  Returns the pages on your WordPress site that match the search text, slug, author, status, dates and other criteria you supply.

• Action
  Find Post

  Finds posts on your WordPress site matching a search text, slug, author, category, tag, status or date range.

• Action
  Find User

  Finds WordPress users matching a search text, slug, role or other criteria and returns the matching users.

• Action
  Update page

  Updates an existing page on your WordPress site. Only the fields you fill in are changed.

• Action
  Update Post

  Updates an existing WordPress post's title, content, status, categories, tags and other details. Only the fields you fill in are changed.

• Action
  Update User

  Updates an existing WordPress user's profile, such as their name, email, roles or password. Fields left blank are not changed.

• Action
  Upload Media

  Uploads a file from a URL to the WordPress media library and returns the new media item.

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