Apptivo + EasyPractice Integration

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

Make use of Apptivo 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 Apptivo & EasyPractice using Integrately.
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Ready Workflows For Apptivo + EasyPractice Integration

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EasyPractice + Apptivo Integration

Create Apptivo contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Apptivo contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Apptivo automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Create Your Own Apptivo & EasyPractice Integration Without Any Code

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Apptivo + EasyPractice Integration
1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
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Integrate Apptivo & EasyPractice In 1 Click
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