Connect Digital Practice and YouCan

Both apps 47Digital Practice 30YouCan 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
  New Order

  Triggers when a new order is placed in your YouCan store.

• Action
  Add category

  Creates a new product category in your YouCan store.

• Action
  Add coupon

  Creates a discount coupon in your YouCan store, valid for the products you choose.

• Action
  Add order

  Creates an order in your YouCan store for an existing customer, with the product variants, shipping choice and optional addresses, discount, notes and tags.

• Action
  Create Customer

  Creates a customer in your YouCan store with their contact details and optional addresses.

• Action
  Create Product

  Creates a new product in your YouCan store, with optional pricing, inventory, variants, categories and images.

• Action
  Delete product

  Deletes a product from your YouCan store.

• Action
  Get coupon

  Returns a single coupon from your YouCan store, including its code, discount value, type, dates and usage limit.

• Action
  Get customer

  Returns a single customer from your YouCan store, optionally including their addresses and orders.

• Action
  Get order

  Returns a single order by its ID, optionally with its customer, items, payment, shipping and other related details.

• Action
  Get product

  Returns a single product from your YouCan store, including price, inventory, images and optional variants, categories and vendors.

• Action
  List customers

  Returns customers in your YouCan store, optionally filtered by a search on name, phone or email.

• Action
  List products

  Returns the products in your YouCan store, optionally searched, sorted and with related variants, categories or images.

• Action
  List Shipping Zones

  Returns the store's shipping zones, optionally including their shipping rates.

• Action
  Update customer

  Updates an existing customer's name, contact details, location or notes in your YouCan store. Fields left blank are not changed.

• Action
  Update order status

  Updates an order's general, shipping or payment status in your YouCan store.

• Action
  Update product

  Updates an existing product in your YouCan store. Only the fields you fill in are changed.

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