EasyPractice and Salesflare
How to connect EasyPractice
- Via Zapier — 5 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Appointment in EasyPractice, create meeting, then create call in Salesflare.
- When new Client in EasyPractice, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in EasyPractice, create opportunity, then find or create contact in Salesflare.
About EasyPractice
EasyPractice is a platform for therapists and clinicians which handles your calendar, SMS reminders, online booking, journals, invoicing, payments and so much more.
EasyPractice operations on Zapier
Triggers (5)
Start a workflow when this happens
- Appointment Canceled — Triggers when an appointment is canceled.
- Client Deactivated — Triggers when a client is deactivated.
- New Appointment — Triggers when a new appointment is created.
- New Client — Triggers when a new client is created.
- New Invoice — Triggers when a new invoice is created.
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