Baremetrics + EasyPractice Integration

Integrate Baremetrics to EasyPractice in one click, or tell Integrately AI how you want each client handled. Sync client records, create new subscriptions, update customer details, and track your SaaS metrics automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
Arrow Right
2.
  • Baremetrics
    Create customer in Baremetrics
  • Baremetrics
    Search customer in Baremetrics
  • Baremetrics
    Update customer in Baremetrics
  • Baremetrics
    Delete customer in Baremetrics
  • Baremetrics
    Create subscription in Baremetrics
  • Baremetrics
    Search plan in Baremetrics
  • Baremetrics
    Update plan in Baremetrics
  • Baremetrics
    Delete plan in Baremetrics
  • Baremetrics
    Create plan in Baremetrics
  • Baremetrics
    Create goal in Baremetrics

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Ready WorkflowsReady Workflows   for Baremetrics + EasyPractice Integration

Create customers from new clients, record subscriptions, update plan details, and track business metrics, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Baremetrics + EasyPractice flow

Sync client data with billing, communication, and scheduling tools to keep your entire practice and revenue stack connected. Pick a combination and activate it in one click.

Baremetrics
EasyPractice
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (2)
+
ZoomZoom (2)
+
QuickBooks OnlineQuickBooks Online (2)
E
B
S
When a new client is created in EasyPractice, create a customer in Baremetrics and create a customer in Stripe.
New EasyPractice clients instantly establish customer profiles in both Baremetrics and Stripe without manual entry.
E
B
S
When a new invoice is created in EasyPractice, update customer in Baremetrics and create an invoice in Stripe.
Invoice events in EasyPractice automatically update Baremetrics customer profiles and generate matching invoices in Stripe.
E
B
S
When a client is deactivated in EasyPractice, update customer in Baremetrics and update the customer in Stripe.
Deactivated therapy clients automatically trigger status updates in Baremetrics and Stripe to keep churn metrics accurate.

Supported triggers and actions for Baremetrics and EasyPractice

Mix and match to build the exact automation you need

Baremetrics
Baremetrics Triggers & Actions
No trigger is available
Create customer in Baremetrics
Adds a new customer to the database
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Search customer in Baremetrics
Locates and retrieves customer information
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Update customer in Baremetrics
Updates a customer's information
Try it →
Delete customer in Baremetrics
Removes a customer from the database
Try it →
Create subscription in Baremetrics
Enrolls users in a subscription service
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Search plan in Baremetrics
Searches for a plan
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Update plan in Baremetrics
Updates the project timeline and resources allocation in the plan document
Try it →
Delete plan in Baremetrics
Removes particular plan from the system
Try it →
Create plan in Baremetrics
Generates a new plan based on user input
Try it →
Create goal in Baremetrics
Generates a new goal for the user
Try it →
EasyPractice
EasyPractice Triggers & Actions
New appointment in EasyPractice
Triggers the automation when a new appointment is scheduled
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New invoice in EasyPractice
Triggers the automation when a new invoice is created
Try it →
Client deactivated in EasyPractice
Triggers the automation when any client is deactivated
Try it →
New client in EasyPractice
Triggers the automation when a new client is added to the system
Try it →
No action is available

What can you automate with Baremetrics + EasyPractice?

Streamline your therapy practice management and SaaS metrics by automating customer creation, subscription tracking, and data updates.

What you can automate?
🔄
Create Baremetrics customers from new therapy clients
Automatically add a new customer in Baremetrics whenever a new client is created in EasyPractice. Eliminate manual data entry and keep your subscription metrics up to date.
📋
Capture complete client details and subscriptions
Pass full client profiles and appointment data from EasyPractice into Baremetrics customer records. Ensure your analytics dashboard reflects accurate subscriber data.
🔔
Alert your team on client updates
Notify team members instantly when client deactivations or new invoices occur in EasyPractice. Keep everyone aligned on client status changes.
🔀
Route customers based on appointment types
Create different subscription tiers in Baremetrics depending on the specific appointment or service selected in EasyPractice.
✏️
Keep customer profiles updated across platforms
Update Baremetrics customer and plan details automatically whenever client information changes in EasyPractice. Maintain synchronized records effortlessly.
🔍
Search and update existing customer records
Search for existing customers in Baremetrics before creating new profiles, preventing duplicate entries and keeping your database clean.
Handle client deactivations and cancellations
Trigger updates or remove subscription access in Baremetrics when a client is deactivated in EasyPractice. Keep churn metrics accurate in real time.
🔌
Extend workflows to accounting and marketing tools
Connect your Baremetrics and EasyPractice data to QuickBooks Online or Mailchimp for automated invoicing and targeted client campaigns.
And much more...

Who is Baremetrics + EasyPractice integration for?

Therapists, practice managers, and SaaS founders use this integration to automatically sync patient onboarding with subscription revenue tracking and business analytics.

Practice Owners
Practice Owners
Clinic Managers
Clinic Managers
Financial Consultants
Financial Consultants
High-Volume Clinic Staff
High-Volume Clinic Staff
Billing Specialists
Billing Specialists
Practice Operations Leads
Practice Operations Leads
📈
Practice Owners
You're reviewing monthly recurring revenue in Baremetrics but practice client data only updates when someone manually exports records, so the growth charts you rely on are always hours behind — with this integration, every new client record lands instantly and your revenue metrics stay accurate.
⏱️
Clinic Managers
You need to monitor subscription status changes in Baremetrics as soon as therapy clients book, but manual entry delays tracking — automating both apps means every new client appointment immediately creates a customer profile without missing a beat.
📊
Financial Consultants
You're presenting revenue reports from Baremetrics to stakeholders while managing client records separately, so proving the link between practice growth and billings takes hours of spreadsheet work — this integration means every client update flows directly into financial tracking.
👥
High-Volume Clinic Staff
You're onboarding dozens of therapy clients weekly and trying to manually log every subscription in Baremetrics, leading to lost customer data — automating both apps means patient onboarding instantly updates your business metrics without manual copy-pasting.
💼
Billing Specialists
You're waiting for therapists to log client sign-ups before you can set up Baremetrics subscriptions, causing frustrating billing delays — connecting these apps means new client creation instantly triggers customer and subscription profiles in your analytics dashboard.
🗂️
Practice Operations Leads
You're auditing historical client data in Baremetrics and finding gaps where therapy appointments were never logged as subscriptions, skewing lifetime value reports — with this integration, every client activity creates a reliable, gap-free audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Baremetrics + EasyPractice

Build and manage your Baremetrics + EasyPractice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Baremetrics + EasyPractice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Baremetrics to EasyPractice?
Frequently Asked Questions
You can connect Baremetrics to EasyPractice in one click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow, linking your therapy practice data with SaaS metrics effortlessly.
Can I automatically create Baremetrics customers from new EasyPractice clients?
Frequently Asked Questions
Can I connect Baremetrics, EasyPractice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Baremetrics and EasyPractice?
Frequently Asked Questions
How does Baremetrics handle customer and subscription updates?
Frequently Asked Questions
How are client appointments and deactivations tracked from EasyPractice?
Frequently Asked Questions
Do I need coding skills to automate Baremetrics and EasyPractice?
Frequently Asked Questions
Is the Baremetrics and EasyPractice integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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EasyPractice
Popular EasyPractice Integrations
Sync EasyPractice with appointment, messaging, and practice management tools to streamline your clinic workflow.