Heartbeat + Practice Better integrations
Add new confirmed packages in Practice Better to groups in Heartbeat
Easily manage your client groups on Heartbeat each time a package is confirmed on Practice Better. This workflow instantly adds the details of the confirmed packages in Practice Better to a dedicated group in Heartbeat, streamlining your processes and ensuring that each package is properly tracked and accounted for within your Heartbeat client groups. Benefit from a more efficient, organic flow of information between these two applications.
- When this happens...Confirmed PackageTriggers when a package is confirmed.
- automatically do this!Add to GroupAdd users to a group
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More things you can do with Practice Better and Heartbeat
Discover other triggers and actions you can use with Practice Better and Heartbeat
- New Client
Adds a new client to your account.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone
- Send invitation to join Practice Better?
- Forms to send
ActionWrite
- Invitation Link
- Groups
Try ItTriggerInstant
Related categories
Related categories



