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ClickUp + Practice Better

Create tasks in ClickUp for new clients in Practice Better

Keep your tasks and client records updated with this seamless workflow between Practice Better and ClickUp. Whenever a new client is added in Practice Better, a corresponding task is created in ClickUp, ensuring all client-related tasks are promptly captured. This aids in offering efficient and well-organized service in your health and wellness business without extra manual work.

Keep your tasks and client records updated with this seamless workflow between Practice Better and ClickUp. Whenever a new client is added in Practice Better, a corresponding task is created in ClickUp, ensuring all client-related tasks are promptly captured. This aids in offering efficient and well-organized service in your health and wellness business without extra manual work.

  1. When this happens...
    Practice BetterPractice Better
    New Client

    Adds a new client to your account.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SKUs

    Trigger
    Instant
    Try It
    • SKUs

    Trigger
    Instant
    Try It
  • Practice Better triggers, actions, and search

    New Client

    Adds a new client to your account.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Mobile Phone

    • Send invitation to join Practice Better?

    • Forms to send

    Action
    Write
    • SKUs

    Trigger
    Instant
    Try It
    • SKUs

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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  • Project Management

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practice-better logo

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

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