Create a Contact in SuiteDash when New Client in EasyPractice
Create a Company in SuiteDash when New Client in EasyPractice
Find a Company in SuiteDash when New Client in EasyPractice
Find a Contact in SuiteDash when New Client in EasyPractice
Update a Company in SuiteDash when New Client in EasyPractice
Update a Contact in SuiteDash when New Client in EasyPractice
Triggers when a new client is created.
Triggers when a new company is created.
Creates a New Contact.
Creates a New Company.
You can find a company by Name or Id.
Find an existing Contact only by Email Address.
Updates an Existing Company.
Updates an existing Contact.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn MoreSuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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