Agiled + EasyPractice Integration

Connect Agiled to EasyPractice - Automate your workflows in 1-click

Make use of Agiled automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Skip the manual back and forth! Easily automate the flow of data between Agiled & EasyPractice using Integrately.
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EasyPractice + Agiled Integration

Create Agiled task for new EasyPractice event

Creating a task in Agiled 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 Agiled 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 + Agiled Integration

Create Agiled contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Agiled contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Agiled automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Agiled + EasyPractice Integration
1.
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled
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Integrate Agiled & EasyPractice In 1 Click
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