Digital Practice + LeadConnector

Digital Practice + LeadConnector integrations

Create leads in Digital Practice from new pipeline stage changes in LeadConnector

Set up this Zap to stay responsive to lead updates, with no manual updates needed. Once active, this Zap automatically creates a new Digital Practice lead whenever a new pipeline stage changes in LeadConnector.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create LeadCreate a new lead on Digital Practice CRM App with data provided
ActionWrite

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More things you can do with LeadConnector and Digital Practice

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

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
Fetch Account List
Triggers when a new account is created on Digital Practice.
Trigger
Polling
Try It
Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Polling
Try It

Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Polling
Try It
Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Polling
Try It

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

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Polling
Try It
Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Polling
Try It
Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Polling
Try It
Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Polling
Try It
Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Polling
Try It
- 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

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier