Connect EasyPractice and Salesflare

Both apps 38EasyPractice 14Salesflare 24

• Trigger
  Client Deactivated

  Triggers when an EasyPractice client is set to inactive.

• Trigger
  New Appointment

  Triggers when a new appointment is booked in EasyPractice.

• Trigger
  New Client

  Triggers when a new client is added in EasyPractice.

• Trigger
  New Invoice

  Triggers when a new invoice is created in EasyPractice.

• Action
  Create Client

  Creates a client in EasyPractice.

• Action
  Create Client Tag

  Creates a tag that can be put on EasyPractice clients.

• Action
  Delete Booking

  Deletes an EasyPractice appointment.

• Action
  Delete Client

  Deletes an EasyPractice client.

• Action
  Find Client by Email

  Finds EasyPractice clients whose email matches the address you give.

• Action
  Get Booking

  Returns one EasyPractice appointment by its ID, including its calendar, client and services.

• Action
  List Calendars

  Returns the calendars in the EasyPractice account.

• Action
  List Employees

  Returns the employees on the EasyPractice account.

• Action
  List Services

  Returns the services offered in the EasyPractice account, with price and duration.

• Action
  Update Client

  Updates an existing EasyPractice client. The vendor requires the client's name on every update.

• Trigger
  New Account

  Triggers when a new account is created in Salesflare.

• Trigger
  New Task

  Triggers when a new task is created in Salesflare.

• Action
  Add Contact to Account

  Links an existing contact to a Salesflare account.

• Action
  Add tag

  Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.

• Action
  Add User to Account

  Adds a Salesflare user (team member) to an account's team.

• Action
  Create Call

  Logs a call in Salesflare with the given contacts as participants.

• Action
  Create Opportunity

  Creates an opportunity (deal) on a Salesflare account and returns its id.

• Action
  Create Task

  Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.

• Action
  Delete contact

  Deletes a contact from Salesflare.

• Action
  Delete opportunity

  Deletes an opportunity in Salesflare.

• Action
  Delete task

  Deletes a task in Salesflare.

• Action
  Find Account

  Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.

• Action
  Find Contact

  Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.

• Action
  Find Person

  Finds Salesflare persons by name, email, ID or free-text search and returns the matches.

• Action
  Find User

  Finds Salesflare users by name, email, id or free-text search.

• Action
  Find Workflow

  Finds workflows in Salesflare whose name matches the search text.

• Action
  Get opportunity

  Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.

• Action
  List tags

  Returns the tags in your Salesflare account, optionally filtered by name or ID.

• Action
  Remove Contact From Workflow

  Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.

• Action
  Update Contact

  Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.

• Action
  Update internal note

  Updates the text, mentions or date of an existing internal note on a Salesflare account.

• Action
  Update meeting

  Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.

• Action
  Update task

  Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.