GoProposal integration with Digital Practice
How to Create clients in Digital Practice from new won proposals in GoProposal
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create clients in Digital Practice from new won proposals in GoProposal" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Digital Practice integrations
Digital Practice actions
Nekton can use any feature that is available in Digital Practice API.
Using our advanced AI, you can easily create custom automations for Digital Practice.
Here are some typical actions you can do in your automated workflows.
Create Account
Create a new financial account on Digital Practice with data provided
Create Contact
Create a new contact profile on Digital Practice with data provided
Create Invoice
Create a new invoice on Digital Practice with data provided
Create Lead
Create a new lead on Digital Practice CRM App with data provided
Create Project
Create a new project on Digital Practice with data provided
Create Quote Items
Creates a new Quote Line Item, when you provide the Quote UniqueId.
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.