Aero Workflow + EasyPractice Integration

Connect Aero Workflow to EasyPractice - Automate your workflows in 1-click

Set up Aero Workflow automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Get the best of both with Integrately’s 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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Create Your Own Aero Workflow & EasyPractice Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
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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750 Tasks
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2,000 Tasks
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Integrate Aero Workflow & EasyPractice In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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