Apps, Integrations & Web Connectors

Make the most of Practice Ignition by connecting your favorite app.

Dane Thomas avatar Tom Maxwell avatar Nick Dainty avatar +8
53 articles in this collection
Written by Dane Thomas, Tom Maxwell, Nick Dainty and 8 others
Xero Practice Manager (WorkflowMAX)

Practice Ignition and Xero Practice Manager/WorkflowMax

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Connecting to Xero Practice Manager (XPM)

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Practice Ignition And Xero Practice Manager (XPM)

A quick overview on how PI & XPM work together to automate job creation
Hugh Walker avatar
Written by Hugh Walker
Updated over a week ago

A Job Deployed In Xero Practice Manager (XPM) But The Service Is Not Linked To A Job Template

Reid Schretlen avatar
Written by Reid Schretlen
Updated over a week ago

How Do I Map Xero Practice Manager Users to Practice Ignition Users

if you are connecting Xero Practice Manager (XPM) to PI, we recommend that you add all of your employees in both systems and link them.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Linking XPM Job Templates to Services

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Creating Jobs Within Proposals

Learn how Practice Ignition creates jobs in Xero Practice Manager
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Importing Xero Invoices To Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

Creating Client Data And Syncing To Xero Practice Manager

FAQs around creating and syncing client data between Practice Ignition and Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

Invoice Allocation In Xero Practice Manager

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

My jobs Aren't Being Created In Xero Practice Manager

How to troubleshoot jobs not being sent between PI and Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

Duplicate Clients In Xero Practice Manager

Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Practice Ignition
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

Using XPM to measure profitability of fixed fee jobs: the WIP Washup in Xero Practice Manager

Balancing your Work In Progress to measure profitability of jobs and tasks in Xero Practice Manager
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

PI And Xero Practice Manager (XPM): Where to Start

If you are starting with both Practice Ignition and Xero Practice Manager, this article will guide you through the best approach to starting
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Create A Proposal For A Group

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Managing Proposals For Groups

Ella Buan avatar
Written by Ella Buan
Updated over a week ago
Zapier

Practice Ignition and Zapier

Learn how you can integrate with hundreds of other apps by combining Practice Ignition with Zapier
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

How to Use Zapier: The "Proposal State Changed" Trigger

This Zapier trigger opens up endless automated workflow opportunities for an amazing sales/new customer onboarding process
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Zapier: How To Make Zaps With Practice Ignition

Watch a webinar recording to learn how to create Zaps in Zapier to automate your workflow to and from Practice Ignition.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Zapier: How Do I Filter Zaps To Only Run For New Clients?

Some actions only happen during new client onboarding. Here's 3 ways to ensure certain zaps only run for new clients (and not for renewals)
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Zapier: Create a Google Drive Folder For Clients

Learn how to automatically create a folder to share with your client in Google Drive, when they accept a Practice Ignition proposal
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

How To Notify Your Team Of New Proposal From Web Connector, Email Client, And Update CRM

Reid Schretlen avatar
Written by Reid Schretlen
Updated over a week ago

Notify A Partner When A Proposal Needs To Be Reviewed

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

How To Send A Proposal To A Client Using SMS

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Update Your CRM, Send An Email And Add The Lead To A Nurture Campaign When A Proposal Is Lost

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

How To Automatically Send A Thank You Card, A Survey And Revisit For Referrals

Proposal State Changed Trigger with Zapier automation
Katelyn Zomar avatar
Written by Katelyn Zomar
Updated over a week ago