Connect EasyPractice and Zoho Books

Both apps 38EasyPractice 14Zoho Books 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 bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

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