Integrating Practice Better with Zapier

Zapier lets you connect Practice Better with other tools in your workflow. For example, you can automatically add clients to your mailing list (e.g., Active Campaign, MailChimp) when they enroll in a Program.

• Joining Zapier
• Generating an API Key
• Getting started with Zaps
• Adding a client to Practice Better
• Available Pairing / Integration Apps

Joining Zapier

To get started, sign up with Zapier from the link below:

Sign up with Zapier

By linking Zapier, you acknowledge that client contact information will be transferred outside of Practice Better. Ensure your clients are informed about how their data will be used before connecting this integration. Learn more.

Generating an API Key

You’ll need an API Key to connect Zapier to your Practice Better account:

1. Go to Settings & Preferences > 3rd Party Integration
   
   
2. Scroll down to Workflow Automations and click Link next to the Zapier integration.
   
   
   
3. Click Continue to accept the disclaimer.
   
   
   
4. Copy your Zapier API Key from the pop-up box.
   
   
   • To retrieve your API Key later, click the icon to the right of your Zapier integration.
     

Once you have your API Key, visit the link below and click the orange Connect Practice Better to 5,000+ apps button:

Zapier x Practice Better

Getting started with Zaps

Zapier lets you automate individual tasks with automated workflows called Zaps. You can even build out systems of Zaps that connect all of your business-critical tools.

Zaps triggered by Practice Better actions won't be recorded in your client's Recent Activity or your practitioner portal logs. You can review your Zap history to see the actions that have resulted from your triggers.

If you're new to Zapier, review Zapier's Getting Started Guide. 

Creating a Zap

You can create Zaps using the following Practice Better Triggers:

• New client: Either added manually or confirmed by an auto-confirm client automation. This trigger won't be fired if the client record was added from a Zap.
• Confirmed booking: Either manually created by you or confirmed from a client request.
• Confirmed Package: Either manually created by you or confirmed from a client request.
• Updated Booking: You update the date/time or details for an upcoming booking.
• Canceled Booking: You cancel an upcoming booking with a client. (Not triggered by client cancellation).
• Program Enrollment: Either added manually or self-enrolled.

Data sent to Zapier

When a trigger fires, the following client information is sent to Zapier:

• First name
• Last name
• Email address
• Mobile phone number

Additional data included for specific triggers:

• Bookings – session date, service name, booking notes (if available).

• Services/Packages/Programs – item SKU (if available).

Filtering Triggers using SKUs

You can filter service, package, or program triggers by SKU. Add SKUs in the Payment Options section of the Edit Service page.

• Provide SKUs during Zap setup to limit which items trigger.

• Leaving it blank means all services/packages/programs will trigger.

Adding a client to Practice Better

You can use an Action in your Zap to add a new client to Practice Better when they're added to another tool in your workflow. For example, you can create a new client record for a contact added to your mailing list from an opt-in page or sales funnel.

You Zap requires the following information to add clients to your Practice Better account:

• First name (50 characters)
• Last name (50 characters)
• Email address

Optional Zap configuration fields:

• Mobile phone number

• Invite the client to join the Client Portal and access Journals

• Send forms to complete after being added

Zaps are ignored if a client already exists with the same email or if you’ve reached your plan’s client limit.

Pairing Apps

For a list of apps you can integrate with, see Practice Better / Zapier Integrations.