EasyPractice + Klipfolio Integration

Integrate EasyPractice to Klipfolio in one click, or tell Integrately AI how you want each appointment handled. Add new bookings to your dashboards, refresh your data sources, log client details, and track practice 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.
  • Klipfolio
    Add to data source in Klipfolio
  • Klipfolio
    Update data source in Klipfolio
  • Klipfolio
    Refresh data source in Klipfolio

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Ready WorkflowsReady Workflows ย  for EasyPractice + Klipfolio Integration

Send new appointments to dashboards, refresh data sources for new invoices, log deactivated clients, and track performance metrics, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your EasyPractice + Klipfolio flow

Sync your practice metrics with communication tools, calendar trackers, and client emails to keep operations aligned. Pick a combination and activate it in one click.

EasyPractice
Klipfolio
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Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
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Add every new EasyPractice appointment to your Klipfolio data source, and schedule the session in Google Calendar
New EasyPractice appointments populate your Klipfolio data source instantly and appear as scheduled events in Google Calendar, eliminating manual entry.
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When a new client books in EasyPractice, update your Klipfolio data source and add an intake reminder in Google Calendar
New client bookings update your Klipfolio data source and set up intake reminders in Google Calendar without manual tracking.
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When an EasyPractice client is deactivated, refresh your Klipfolio data source and remove upcoming sessions in Google Calendar
Deactivated clients automatically refresh your Klipfolio data source and clear out upcoming Google Calendar events.
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When a new EasyPractice invoice is generated, update your Klipfolio data source and log a follow-up task in Google Calendar
New invoices update your Klipfolio data source and schedule follow-ups in Google Calendar automatically.

Supported triggers and actions for EasyPractice and Klipfolio

Mix and match to build the exact automation you need

EasyPractice
EasyPractice Triggers & Actions
New appointment in EasyPractice
Triggers the automation when a new appointment is scheduled
Try it โ†’
New invoice in EasyPractice
Triggers the automation when a new invoice is created
Try it โ†’
Client deactivated in EasyPractice
Triggers the automation when any client is deactivated
Try it โ†’
New client in EasyPractice
Triggers the automation when a new client is added to the system
Try it โ†’
No action is available
Klipfolio
Klipfolio Triggers & Actions
No trigger is available
Add to data source in Klipfolio
Adds new data to a data source
Try it โ†’
Update data source in Klipfolio
Updates the selected data source
Try it โ†’
Refresh data source in Klipfolio
Refreshes a data source
Try it โ†’

What can you automate with EasyPractice + Klipfolio?

Streamline your clinic management and dashboard reporting with powerful automated workflows.

What you can automate?
๐Ÿ“Š
Sync every new appointment to your dashboards
Automatically send every new EasyPractice appointment straight into your Klipfolio data source. Keep your clinic performance metrics updated in real time without manual data entry.
๐Ÿงพ
Capture complete invoice and billing data
Transfer every new EasyPractice invoice directly into your Klipfolio dashboards. Ensure your financial tracking reflects accurate revenue figures the moment transactions occur.
๐Ÿ””
Notify your team the moment bookings occur
Trigger instant team notifications in Slack or email whenever a new appointment or client registration is logged in EasyPractice, keeping your staff perfectly synchronized.
๐Ÿ”€
Route data based on client attributes
Perform different actions depending on specific client fields or appointment types submitted in EasyPractice, ensuring customized handling for every clinic visitor.
๐Ÿ”„
Keep dashboards updated as client status changes
Automatically refresh your Klipfolio data source when a client is deactivated in EasyPractice, ensuring your active reports reflect true patient volume.
โž•
Add or update records without duplicates
Safely manage client and appointment entries by updating existing records or adding new ones in your data sources without creating messy duplicate profiles.
๐Ÿ“…
Manage follow-up tasks and calendar events
Automatically create calendar events and follow-up reminders in tools like Google Calendar whenever a new appointment or client intake is completed.
โœ‰๏ธ
Extend your workflow to marketing platforms
Connect your EasyPractice and Klipfolio flow with Mailchimp to automatically manage mailing list subscribers and patient communication campaigns.
And much more...

Who is EasyPractice + Klipfolio integration for?

Therapy practice managers, clinic owners, and financial administrators who need real-time dashboard visibility without manual data entry benefit from this seamless connection.

Practice managers
Practice managers
Clinic owners
Clinic owners
Financial administrators
Financial administrators
Reception coordinators
Reception coordinators
Client intake specialists
Client intake specialists
Compliance officers
Compliance officers
๐Ÿ“ˆ
Practice managers
You're tracking clinic metrics across appointments but your reports only update when someone manually exports data, so the appointment counts you're reviewing are always a few hours behind โ€” with this integration, every new appointment lands in your dashboards instantly and your data stays current.
โšก
Clinic owners
You need to act fast on client bookings, but you find out about new appointments too late because information is siloed across disconnected systems โ€” connecting these apps means every new booking updates your reporting suite immediately so you never miss an operational update.
๐Ÿ“‹
Financial administrators
You answer to stakeholders who want to see revenue progress, but compiling invoice numbers by hand leaves room for error and delays reporting โ€” this integration means every new invoice updates your financial data source automatically for accurate stakeholder reviews.
๐Ÿ”„
Reception coordinators
The appointment volume is too high for anyone to keep up by hand, leading to missed schedule updates and delayed dashboard tracking โ€” automating both apps means every client booking and status change is logged instantly without manual effort.
๐Ÿค
Client intake specialists
You own the client onboarding step and depend on someone upstream to hand over registration details, but delays cause friction in client care โ€” integrating these apps means new client records flow straight into your operational workflows without waiting.
๐Ÿ“‚
Compliance officers
You need a reliable history of client activity and keep finding gaps in your manual logs that complicate administrative reviews โ€” with this integration, every client deactivation and appointment record creates an unbroken 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 EasyPractice + Klipfolio

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

1,500+ apps connected
1,500+ apps connected
Connect EasyPractice + Klipfolio 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 โ€” 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 EasyPractice to Klipfolio?
Frequently Asked Questions
You can connect EasyPractice to Klipfolio in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom flows with tools like Google Calendar, Stripe, and Slack.
Can I automatically send new EasyPractice appointments to Klipfolio dashboards?
Frequently Asked Questions
Can I connect EasyPractice, Klipfolio, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for EasyPractice and Klipfolio?
Frequently Asked Questions
How does EasyPractice handle appointment and invoice triggers?
Frequently Asked Questions
How does Klipfolio receive data from EasyPractice?
Frequently Asked Questions
Do I need coding skills to automate EasyPractice and Klipfolio?
Frequently Asked Questions
Is the EasyPractice and Klipfolio integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

EasyPractice
Popular EasyPractice Integrations
Connect EasyPractice with practice management, scheduling, and communication tools to streamline your clinic operations.
Klipfolio
Popular Klipfolio Integrations
Sync Klipfolio with reporting, database, and analytics tools to keep your business metrics visible across your stack.
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Klipfolio Integrations arrow right
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