EasyPractice integration with ActiveCampaign
How to Create or update ActiveCampaign contacts when new EasyPractice invoices are generated
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create or update ActiveCampaign contacts when new EasyPractice invoices are generated" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate EasyPractice integrations
EasyPractice actions
Nekton can use any feature that is available in EasyPractice API.
Using our advanced AI, you can easily create custom automations for EasyPractice.
Here are some typical actions you can do in your automated workflows.
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.
Appointment Canceled
Triggers when an appointment is canceled.
Client Deactivated
Triggers when a client is deactivated.
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.