What you can automate

When appointment Completed in Practice, create meeting, then create call in Salesflare.

When new Appointment Created in Practice, create meeting, then create call in Salesflare.

When appointment Outcome Updated in Practice, create meeting, then create call in Salesflare.

When attendee Added to Event in Practice, find or create contact in Salesflare.

When new Form Submitted in Practice, find or create contact in Salesflare.

When new Internal Form Submitted in Practice, find or create contact in Salesflare.

About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

Practice operations on Zapier

Start a workflow when this happens

Appointment Canceled — Triggers when a appointment has been canceled.
Appointment Completed — Triggers when a appointment has been completed.
Appointment Outcome Updated — Triggers when a appointment has been outcome updated.
Appointment Rescheduled — Triggers when a appointment has been rescheduled.
Attendee Added to Event — Triggers when a new attendee has been added to an event.

Show 7 more triggers

New Appointment Created — Triggers when a new appointment has been created.
New Client Created — Triggers when a new client has been created.
New Form Submitted — Triggers when a form has been submitted by a client.
New Internal Form Submitted — Triggers when an internal form has been submitted.
New Invoice Paid — Triggers when an invoice has been paid by a client.
New Note Created — Triggers when a new note has been created.
New Package Booked — Triggers when a package has been booked by a client.

Things Salesflare can make it do

Show 7 more actions

Find Client — Find a client in Practice.
Get Client Packages — Return all package instances tied to the client
Mark Package as Completed — Mark a package as completed for a client in Practice.
Pause Package — Pause a package for a client in Practice.
Remove Client Label — Remove a label from a client in Practice.
Remove Package — Remove a package from a client in Practice.
Resume Package — Resume a package for a client in Practice.

Practice and Salesflare