Cloze + EasyPractice Integration

Integrate Cloze to EasyPractice in one click, or tell Integrately AI how you want each client handled. Create contacts, log appointments, track communications, and keep your professional network organized automatically.

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1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
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2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

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Ready Workflows Ready Workflows for Cloze + EasyPractice Integration

Sync new clients, log appointments as notes, update projects, track communications, and organize your network, all in just one click.

Most popular automationmost-popular-automations
EasyPractice + Cloze Integration

Create Cloze person for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Cloze person are updated with the latest information. When a order is added to an event in EasyPractice, a new person will be created in Cloze automatically. This makes it easy to keep track of your sales pipeline and track event success.
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cloze + EasyPractice flow

Send client payment details to billing tools, notify your care team, or schedule calendar reminders after each practice update. Pick a combination and activate it in one click.

Cloze
EasyPractice
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google CalendarGoogle Calendar (3)
+
ZoomZoom (3)
+
SlackSlack (3)
E
C
S
When a new client is added in EasyPractice, create a person in Cloze and create a customer in Stripe
New EasyPractice clients instantly appear in Cloze as a contact and in Stripe as a customer, removing manual billing setup.
E
C
S
When a new invoice is issued in EasyPractice, create a note in Cloze and create an invoice in Stripe
Log EasyPractice invoices in Cloze notes and generate matching Stripe invoices automatically.
E
C
S
When a client is deactivated in EasyPractice, update the person in Cloze and update the customer in Stripe
Deactivate clients across Cloze and Stripe simultaneously when their practice status changes.

Supported triggers and actions for Cloze and EasyPractice

Mix and match to build the exact automation you need

Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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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
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Client deactivated in EasyPractice
Triggers the automation when any client is deactivated
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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 Cloze + EasyPractice?

Connect your practice management and relationship tools to eliminate manual data entry across every workflow.

What you can automate?
🔄
Sync client registrations instantly across platforms
Automatically create a person in Cloze whenever a new client registers in EasyPractice. Your professional connections stay organized without manual copying.
📝
Capture appointment details in timeline notes
Record session notes and appointment details directly inside Cloze timeline events as soon as bookings occur in EasyPractice.
🔔
Alert your team on client bookings
Notify staff members in Slack or other messaging tools the moment a new appointment or client registration is processed.
🔀
Route records based on submitted client fields
Apply conditional logic to direct specific client types or invoice amounts to designated projects and communication channels.
📊
Keep practice records updated as statuses change
Automatically update Cloze person and project records when client deactivations or appointment updates happen in EasyPractice.
🔍
Prevent duplicate entries with smart updates
Update existing records in Cloze instead of creating duplicates when returning clients book new appointments.
💳
Handle invoicing and billing milestones
Generate notes and reminders in Cloze whenever new invoices are issued or payments are processed in EasyPractice.
🌐
Extend your workflow to third-party tools
Connect Stripe, Mailchimp, QuickBooks Online, Google Calendar, Zoom, or Slack to create multi-step practice pipelines.
And much more...

Who is Cloze + EasyPractice integration for?

Therapists, clinical directors, practice managers, and administrative staff streamline client records, follow-ups, and billing workflows without manual data entry.

Practice directors
Practice directors
Intake coordinators
Intake coordinators
Billing managers
Billing managers
Front desk staff
Front desk staff
Clinical therapists
Clinical therapists
Compliance officers
Compliance officers
📈
Practice directors
You review clinic performance metrics and rely on accurate client tallies, but manual exports leave your reports out of date — with this integration, every new booking updates your records instantly and your dashboard stays current.
⚡
Intake coordinators
You need to assign newly registered clients immediately, but finding out about registrations hours later delays response times — with this integration, every new client record triggers instant profile creation and team alerts.
📋
Billing managers
You report financial activity to practice stakeholders every week, but missing invoice logs create gaps in your accounting overview — this integration means every billing event creates a complete paper trail automatically.
🌊
Front desk staff
You manage high volumes of daily appointment scheduling by hand, leading to missed note entries and administrative bottlenecks — automating both apps means every session is logged and organized without repetitive typing.
🤝
Clinical therapists
You depend on administrative intake staff to hand over client details before sessions, but manual delays stall your preparation — this integration means client profiles arrive in your relationship manager the moment they register.
🗂️
Compliance officers
You need an unbroken history of client interactions for clinic audits, but scattered records create missing data points — with this integration, every appointment and update builds a reliable timeline automatically.
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Ready Workflows Did you know?

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

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Why choose Integrately to automate Cloze + EasyPractice

Build and manage your Cloze + 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 Cloze + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Cloze to EasyPractice?
Frequently Asked Questions
You can connect Cloze to EasyPractice in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation. It takes seconds to link your accounts alongside Stripe, Mailchimp, and other popular tools.
Can I automatically create Cloze contacts when a new client registers in EasyPractice?
Frequently Asked Questions
Can I connect Cloze, EasyPractice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and EasyPractice?
Frequently Asked Questions
How does Cloze handle new contact fields from EasyPractice?
Frequently Asked Questions
Can I trigger actions when an EasyPractice appointment is booked?
Frequently Asked Questions
Do I need coding skills to automate Cloze and EasyPractice?
Frequently Asked Questions
Is the Cloze 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?

You Can Also Connect Cloze or EasyPractice With 1500+ Other Apps

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EasyPractice
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