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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Comment" from Fusion Elements.

Add your action

An action happens after the trigger—such as "Add Client" in Practice Better.

You’re connected!

Zapier seamlessly connects Fusion Elements and Practice Better, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Fusion Elements to Practice Better integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Fusion Elements and Practice Better to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Scope
  Required
Trigger
Instant
Try It
- Message Type
  Required
- Send to Users
  Required
- From Name
  Required
- Subject
  Required
- Message
  Required
Action
Write
- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It
New Client
Adds a new client to your account.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone
- Send invitation to join Practice Better?
- Forms to send
Action
Write

- Scope
  Required
Trigger
Instant
Try It
- ID
Action
Search
- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It

About Fusion Elements

Fusion Elements is a practice management tool helping and Advisors streamline and automate their business.

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Related categories

Task Management

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!