ConvertKit + EasyPractice Integration

Integrate ConvertKit to EasyPractice in one click, or tell Integrately AI how you want each client handled. Create new subscribers, sync tags, update marketing sequences, and trigger follow-up communications automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
Arrow Right
2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit

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Ready WorkflowsReady Workflows   for ConvertKit + EasyPractice Integration

Capture new clients, assign targeted tags, organise subscriber forms, update email sequences, and trigger follow-ups, 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 ConvertKit + EasyPractice flow

Send client details to your calendar, track payments, log accounting entries, schedule video sessions, and alert your team the moment an appointment is booked. Pick a combination and activate it in one click.

ConvertKit
EasyPractice
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ZoomZoom (4)
+
SlackSlack (4)
E
G
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When a new client is created in EasyPractice, schedule a consultation in Google Calendar, and add the subscriber to a tag in ConvertKit.
New EasyPractice clients instantly receive a scheduled calendar event in Google Calendar and the corresponding tag in ConvertKit without manual scheduling.
E
G
C
When a new appointment is booked in EasyPractice, add a calendar reminder in Google Calendar, and add the subscriber to a form in ConvertKit.
Every EasyPractice appointment automatically creates a Google Calendar reminder and updates your ConvertKit form subscribers.
E
G
C
When an invoice is created in EasyPractice, update the Google Calendar entry, and add the subscriber to a sequence in ConvertKit.
New EasyPractice invoices update your Google Calendar records and enroll the client into ConvertKit email sequences instantly.
E
G
C
When a client is deactivated in EasyPractice, remove the Google Calendar meeting and remove the subscriber from a tag in ConvertKit.
Deactivated EasyPractice clients automatically clear your Google Calendar schedule and remove obsolete ConvertKit tags.

Supported triggers and actions for ConvertKit and EasyPractice

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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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 ConvertKit + EasyPractice?

Streamline your therapy practice operations by connecting client appointments, invoices, and email marketing workflows into a single automated system.

What you can automate?
🔄
Sync every new therapy client instantly
Automatically add new EasyPractice clients as subscribers in ConvertKit the moment their profile is created. Eliminate manual data entry and ensure your mailing lists are updated immediately.
📋
Capture all submitted booking details
Map every available EasyPractice appointment field into ConvertKit subscriber forms and tags. Your marketing segments become richer and far more useful for targeted follow-up communication.
🔔
Alert your team the second bookings happen
Send instant notifications to your practice staff in Slack or via email whenever a new appointment or invoice is created in EasyPractice. Keep your team aligned without checking multiple apps.
🔀
Route subscribers based on client data
Trigger different ConvertKit email sequences depending on specific EasyPractice appointment types or client tags. Deliver personalised care instructions tailored to each individual client.
📅
Keep schedules and marketing synced
Update calendar events, subscriber tags, and customer profiles across platforms automatically as client appointments change or get rescheduled. Maintain total accuracy across your stack.
👥
Add or update records without duplicates
Search subscriber profiles by email before creating new records to prevent duplicate contacts in ConvertKit. Keep your audience clean and well-organised effortlessly.
💳
Handle later billing and status changes
Trigger automated workflows when EasyPractice invoices are paid or clients are deactivated. Remove obsolete tags and update subscriber statuses the moment care concludes.
🔗
Extend your flow to Stripe and Zoom
Connect EasyPractice and ConvertKit to Stripe, Zoom, or Google Calendar to build comprehensive multi-app pipelines for telehealth practices. Automate billing, meetings, and marketing in one flow.
And much more...

Who is ConvertKit + EasyPractice integration for?

Therapists, practice managers, and clinical administrators save hours every week by connecting ConvertKit and EasyPractice to automate client onboarding and subscriber workflows.

Practice directors
Practice directors
Clinical coordinators
Clinical coordinators
Billing supervisors
Billing supervisors
Patient intake specialists
Patient intake specialists
Marketing managers
Marketing managers
Operations leads
Operations leads
📈
Practice directors
You review clinic growth metrics and campaign performance weekly, but your engagement reports only update when someone manually exports client lists, so the subscriber counts you rely on are always hours behind — with this integration, every new client record flows instantly and your data stays current.
Clinical coordinators
You need to act fast when new appointment bookings arrive, but manual data entry causes severe delays in sending intake paperwork, so clients wait too long for onboarding — with this integration, every booking triggers instant form additions and your response times drop to zero.
📊
Billing supervisors
You answer to practice partners who want to see real-time financial tracking, but invoices created in EasyPractice rarely match your marketing purchase records without tedious manual audits — with this integration, every invoice automatically updates your financial logs and marketing segments.
🔄
Patient intake specialists
The volume of new patient registrations is too high for anyone to keep up by hand, leading to missed email tags and untracked subscriber sequences during peak booking periods — with this integration, every client creation populates your ConvertKit forms and sequences without manual effort.
🤝
Marketing managers
You own the email nurture sequences and depend on clinic staff to hand over client details before sending campaigns, but communication gaps leave subscribers stranded in outdated lists — with this integration, every client status change instantly routes subscribers to the right email journey.
📋
Operations leads
You need a reliable history of all client activities across platforms, but manual exports leave frustrating gaps in your subscriber records and appointment logs — with this integration, every single client action and invoice creates an accurate audit trail.
Our team

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 ConvertKit + EasyPractice

Build and manage your ConvertKit + 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 ConvertKit + 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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😐
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in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect ConvertKit to EasyPractice?
Frequently Asked Questions
You can connect ConvertKit to EasyPractice in 1-click using Integrately. Choose from ready automation templates or ask Integrately AI to build the automation and map the fields.
Can I automatically add new EasyPractice clients to my ConvertKit email lists?
Frequently Asked Questions
Can I connect ConvertKit, EasyPractice, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and EasyPractice?
Frequently Asked Questions
How does ConvertKit handle subscriber tags during EasyPractice client creation?
Frequently Asked Questions
Can EasyPractice trigger email sequences in ConvertKit?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and EasyPractice?
Frequently Asked Questions
Is the ConvertKit and EasyPractice integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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ConvertKit
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EasyPractice
Popular EasyPractice Integrations
Sync EasyPractice with scheduling, accounting, and client management platforms to streamline clinical operations.