Digital Practice + GoProposal

Digital Practice + GoProposal integrations

Create clients in Digital Practice from new won proposals in GoProposal

Looking for a more efficient way to stay responsive to newly-won proposals? Set up this Zap to automatically create a client in Digital Practice as soon as you win them in Go Proposal.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
automatically do this!
Create ClientCreate a new client profile on Digital Practice with data provided
ActionWrite

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More things you can do with GoProposal and Digital Practice

Discover other triggers and actions you can use with GoProposal and Digital Practice

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Polling
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Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Polling
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Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Polling
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Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Polling
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Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Polling
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- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Title of the Item
  Required
- Item Price
  Required
- Quantity
  Required
- Total
- Recurring Monthly
- Recurring Date
- Status
- Paid
- Company Name
  Required
- Company Email Address
  Required
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Account Title
  Required
- Account Description
  Required
- Account Category
  Required
- Account Opening Balance
- Account Active
- Allow time booking
Action
Write
- Unique Id of the Invoice
  Required
- Title of Line Item
  Required
- Price of Line item
  Required
- Quantity of Line Items
  Required
Action
Write
- Title of Product or Service
  Required
- Price of the Product or Service
  Required
- Description of Product or Service
- Type - Product or Service
Action
Write
- Title of the Quote
- Full Description
- Additional Notes
- Status
- Tax Percentage
- Company Name
  Required
- Email Address
  Required
- Phone Number
- Tax Number
- Website
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter
- Facebook
- LinkedIn
Action
Write
- Company Name / Name of Organisation
  Required
- Company Email Address
  Required
- Phone Number
- Tax Number
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
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Fetch Account List
Triggers when a new account is created on Digital Practice.
Trigger
Polling
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Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Polling
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Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Polling
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Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Polling
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Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Trigger
Polling
Try It
- Name of the Account
  Required
- Account Description
  Required
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Phone Number
  Required
- Contact Email Address
  Required
- Contact Website URL
- Contact Job Title
- Company Name
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code
Action
Write
- Title of Invoice
  Required
- Full Description
- Additional Notes
- Invoice Status
- Tax Percentage
- Recurring Monthly
- Day of the Month to Mail Invoice
- Invoice Due Date
- Company Name
  Required
- Company Email
  Required
- Phone Number
- Tax Number
- Company Website
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Title of the Lead
  Required
- Source of the Lead
- Company Name / Name of Organisation
  Required
- Company Email Address
  Required
- Phone Number
- Status of the Lead
- Description
- Financial Value of Lead
- Lead Budget
- Spend
- Priority of the Lead
- Website URL
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Project Title
- Project Description
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- Company Name
  Required
- Email Address
  Required
- Phone Number
- Tax Number
- Website URL
- Company Size
- Company Industry
- Address Line 1
- City
- State/Province
- Country
- Postal Code
- Twitter URL
- Facebook URL
- LinkedIn URL
Action
Write
- Unique Id of the Quote
  Required
- Item Title
  Required
- Item Price
  Required
- Item Quantity
  Required
Action
Write

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.

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Related categories

CRM (Customer Relationship Management)

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About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management