Connect Digital Practice and OwnerRez

Both apps 48Digital Practice 30OwnerRez 18

• 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 inquiry

  Triggers when a new inquiry is received in OwnerRez.

• Trigger
  New payment

  Triggers when a new payment is recorded on a booking in OwnerRez.

• Action
  Add guest

  Creates a new guest in OwnerRez with their name, contact details and marketing preferences.

• Action
  Add message

  Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.

• Action
  Add quote

  Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.

• Action
  Add Tag

  Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.

• Action
  Booking Lookup

  Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.

• Action
  Create Guest Updated Webhook Subscription

  Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.

• Action
  Delete guest

  Removes a guest from your OwnerRez account.

• Action
  Guest Lookup

  Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.

• Action
  List bookings

  Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.

• Action
  List inquiries

  Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.

• Action
  List payments

  Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.

• Action
  List properties

  Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.

• Action
  Modify Booking

  Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.

• Action
  Property Lookup

  Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.

• Action
  Remove Tag

  Removes a tag, by name, from an OwnerRez booking, guest, property or other record.

• Action
  Update guest

  Updates an existing guest in OwnerRez, changing only the details you fill in.

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