Zapier + Practice Better

Connect Practice Better to existing apps in your workflow.

Connect Zapier

What is Zapier?

Zapier connects Practice Better to more than 5,000 other apps, so you can automate workflows like adding new bookings to your CRM or emailing a welcome sequence when a client enrolls in a program. Linking Zapier means client contact information leaves Practice Better and flows to whatever apps you connect, so let your clients know how their data will be used before turning this on.

What you can do with Zapier

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Sync new clients to your other tools — Automatically add a new Practice Better client to your CRM, mailing list, or spreadsheet the moment they book or enroll.

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Bring outside contacts into Practice Better — Add a new client to Practice Better automatically when someone joins your mailing list or fills out an external form, and optionally invite them to the Client Portal right away.

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Target automations to specific offers — Filter which services, packages, or programs trigger a Zap by SKU, so only the bookings you care about kick off a workflow.

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Extend tracking to your whole team — Since some integrations, like Meta Pixel, only track the team owner's activity, use Zapier to capture bookings and enrollments across every team member instead.

How the Zapier integration works

Link your account

Link Zapier from Practice Better's integration settings under Workflow Automations, accept the data-sharing disclaimer, and copy your API key.

Build your Zaps

Use your API key to connect Practice Better to Zapier, then build Zaps using Practice Better triggers like new clients, confirmed bookings, or program enrollments.

Control what syncs

Choose what data each Zap sends, and optionally filter triggers by a specific service, package, or program using its SKU.

Connect Zapier in minutes.

Copy your API key from Practice Better, connect it in Zapier, and start automating your workflow.

Connect Zapier

Frequently asked questions

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Does linking Zapier share my client data with other apps?

Yes. Once connected, client contact information (name, email, phone) is sent outside Practice Better to whatever apps and Zaps you set up. Make sure your clients are informed about how their data will be used before connecting this integration.

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What can trigger a Zap in Practice Better?

New clients, confirmed bookings, confirmed packages, updated or canceled bookings, and program enrollments.

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Can I limit a Zap to specific services or packages?

Yes, add a SKU to a service, package, or program, and use it to filter which items trigger a Zap. Leaving it blank means everything triggers.

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Can I add new clients to Practice Better through a Zap?

Yes, using a client's first name, last name, and email at minimum. You can also optionally add their phone number, invite them to the Client Portal, and send forms automatically.

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Will Zapier activity show up in my client's Recent Activity?

No, actions triggered by Zaps aren't recorded in Recent Activity or your practitioner portal logs. Check your Zap history in Zapier instead.

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Is Zapier HIPAA-compliant?

No. Linking Zapier means client contact information leaves Practice Better and flows to whichever apps you connect it to, so it isn't a HIPAA-compliant option for handling protected health information.