Aero Workflow + EasyPractice Integration

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EasyPractice + Aero Workflow Integration

Create Aero Workflow task for new EasyPractice event

Creating a task in Aero Workflow for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having Aero Workflow record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + Aero Workflow Integration

Create Aero Workflow contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Aero Workflow contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Aero Workflow automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Aero Workflow + EasyPractice Integration
1.
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
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