EasyPractice + SmartBill Integration
Integrate EasyPractice to SmartBill in one click, or tell Integrately AI how you want each appointment handled. Generate invoices, create proformas, send documents by email, and log payment collections automatically.
Free forever.Use premium features free for 14 days.1.
New appointment in EasyPractice- New invoice in EasyPractice
- Client deactivated in EasyPractice
- New client in EasyPractice
2.
Create invoice in SmartBill- Send document by email in SmartBill
- Create payment collection in SmartBill
- Create proforma in SmartBill
- Get invoice PDF in SmartBill
Trusted by experts at...
Ready Workflows for EasyPractice + SmartBill Integration
Create invoices from appointments, generate proformas for new clients, issue payment collections, and send documents by email, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 EasyPractice + SmartBill flow
Schedule sessions, process payments, and notify your team the moment client data updates across your practice management and accounting stack. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Google Drive (4)
Google Drive (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) E
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Create a Google Calendar event for every new EasyPractice appointment and generate a SmartBill invoice
New EasyPractice appointments immediately schedule a Google Calendar event and create a SmartBill invoice, keeping your schedule and billing aligned.
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When an EasyPractice client is deactivated, update the Google Calendar event and generate a SmartBill proforma
Deactivated clients update your Google Calendar schedule and trigger a SmartBill proforma automatically.
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When a new EasyPractice invoice is created, update the Google Calendar description and create a SmartBill payment collection
New EasyPractice invoices update Google Calendar details and record a SmartBill payment collection instantly.
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When a new EasyPractice client is added, schedule a consultation in Google Calendar and send a SmartBill document by email
New EasyPractice clients get a scheduled Google Calendar consultation and an emailed SmartBill document instantly.
Supported triggers and actions for EasyPractice and SmartBill
Mix and match to build the exact automation you need
EasyPractice Triggers & Actions
SmartBill Triggers & Actions
What can you automate with EasyPractice + SmartBill?
Streamline your therapy practice finances by automatically turning appointments, clients, and invoices into accurate financial records in SmartBill.
🧾
Turn appointments into SmartBill invoices
Automatically generate a SmartBill invoice the moment a new appointment is booked in EasyPractice. Eliminate manual billing and ensure every session is accounted for immediately.
📋
Capture complete client and appointment details
Map all submitted client data and session details directly into your SmartBill documents. Your accounting records maintain full context for every transaction.
🔔
Notify your team on Slack instantly
Alert your administrative or finance channel whenever a new appointment or invoice is created. Keep your entire team informed without manual messaging.
🔀
Route different documents by client tier
Generate standard invoices for regular sessions or specialized proformas based on client status. Tailor your financial workflow to your practice requirements.
🔄
Keep payment collections updated
Automatically record payment collections in SmartBill as client transactions are completed in EasyPractice. Maintain accurate cash flow visibility at all times.
🛡️
Prevent duplicate billing records
Sync client data cleanly between platforms to avoid duplicate invoices and mismatched accounts. Keep your financial database accurate and reliable.
⚙️
Handle client deactivations and final balances
Automatically generate final proformas and update account statuses when a client is deactivated in EasyPractice. Ensure smooth financial close-outs.
📁
Extend your workflow to Google Drive
Upload generated invoice PDFs directly into Google Drive folders for secure cloud storage and easy document retrieval.
And much more...
Who is EasyPractice + SmartBill integration for?
Therapy practices, clinicians, and administrative teams managing client bookings and financial records benefit from automating billing, invoicing, and payment tracking across both platforms.
Practice owners and clinicians
Clinic administrators
Accountants
Billing specialists
Front desk managers
Practice managers
📈
Practice owners and clinicians
You're managing therapy sessions and client appointments but your financial records only update when someone manually creates bills, so your revenue numbers are always a few days behind — with this integration, every new appointment automatically generates a SmartBill invoice and your financials stay current.
🏥
Clinic administrators
You need to issue documents and proformas fast when clients book, and you find out too late when billing is missed — with this integration, every new client booking triggers instant document creation so nothing slips through the cracks.
💼
Accountants
You answer to practice partners who want to see payment collections and invoices, but manual entry causes delays — with this integration, every EasyPractice invoice flows straight into SmartBill to keep reporting accurate.
⚡
Billing specialists
The volume of daily appointments and client invoices is too high for anyone to keep up by hand — automating both apps means every transaction is processed instantly without manual data entry errors.
🤝
Front desk managers
You own client onboarding and depend on practitioners to log appointments before billing can start — this integration means every new appointment triggers immediate invoicing so handover is seamless.
🗂️
Practice managers
You need a reliable financial history and keep finding gaps between client records and accounting logs — connecting these apps means every transaction matches across platforms.
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 + SmartBill
Build and manage your EasyPractice + SmartBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EasyPractice + SmartBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect EasyPractice + SmartBill Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect EasyPractice to SmartBill?
You can connect EasyPractice to SmartBill in 1 click using ready workflows on Integrately, or use Integrately AI to set up custom logic. With 1,500+ integrations and 24/5 live chat support, automating your therapy practice billing takes minutes.
Can I automatically generate SmartBill invoices from EasyPractice appointments?
Can I connect EasyPractice, SmartBill, and Google Calendar?
What is a good Zapier alternative for EasyPractice and SmartBill?
How are new EasyPractice clients handled in SmartBill?
Can SmartBill proformas be created automatically from invoices?
Do I need coding skills to automate EasyPractice and SmartBill?
Is the EasyPractice and SmartBill integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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