Connect EasyPractice to Wicked Reports

Both apps 30EasyPractice 14Wicked Reports 16

• 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.

• Action
  Add Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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