ActiveCampaign + EasyPractice

Create or update ActiveCampaign contacts when new EasyPractice invoices are generated

Keep your ActiveCampaign contacts updated with this EasyPractice to ActiveCampaign automation. Whenever a new invoice is created in EasyPractice, this workflow ensures that a contact is created or updated in ActiveCampaign. Stay organized and maintain accurate information across both platforms, streamlining your billing and customer management process.

When this happens...
New Invoice
Triggers when a new invoice is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Client
Triggers when a new client is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It

- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It

- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- ListRequired
- Importer Note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
Try It
- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Scheduled
Try It
Client Deactivated
Triggers when a client is deactivated.
Trigger
Scheduled
Try It
- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
Try It
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EventRequired
- Tag
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

Similar apps

AWeber

Email Newsletters

HubSpot

Marketing Automation

Constant Contact

Email Newsletters

About EasyPractice

EasyPractice is a platform for therapists and clinicians which handles your calendar, SMS reminders, online booking, journals, invoicing, payments and so much more.

Learn more Help

Related categories

Event Management

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + EasyPractice

Create or update ActiveCampaign contacts when new EasyPractice invoices are generated

New Appointment

New Client

New Invoice

Custom Object Record Deleted

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired

Create Campaign

Email MessageRequired

ListRequired

Campaign NameRequired

Add Contact Note

Contact IDRequired

List IDRequired

NoteRequired

Create or Update Contact Task

Task ID

Title

Contact IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Add Secondary Contact to Deal

Contact IDRequired

Deal IDRequired

Role

Add Note to Deal

DealRequired

NoteRequired

Update Deal

DealRequired

Title

Value

Currency

Owner

Pipeline

Stage

Account ID

Contact ID

Status

Description

Create Tracked Event