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Choose a Trigger

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 "Appointment Canceled" from Practice.

Add your action

An action happens after the trigger—such as "Append to Daily Note" in Reflect.

You’re connected!

Zapier seamlessly connects Practice and Reflect, automating your workflow.

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.

Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- Label
  Required
- Client email
  Required
Action
Write

- Custom Subscription ID
Action
Write
- Title
  Required
- Content
  Required
- Status
  Required
Action
Write
- Email
  Required
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write
- Graph ID
  Required
Trigger
Polling
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- Text
  Required
- Date
- List name
- Transform type
  Required
- Graph ID
  Required
Action
Write
- Note Subject
  Required
- Note Content HTML
- Note Content Markdown
- Note Pinned
- Graph ID
  Required
Action
Write

Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
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Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
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New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
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- Member
Action
Write
- First name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)
  Required
Action
Write
- Graph ID
  Required
Trigger
Polling
Try It
- URL
  Required
- Title
- Description
- Graph ID
  Required
Action
Write

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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

Connect Practice and Reflect 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

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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.

Make work flow with AI

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

Learn about AI automation

About Practice

Practice is the easiest way to manage your entire business. Scheduling, payments, client management, and everything for your business under one roof.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Reflect

Reflect is a note-taking app that helps you keep track of your life.

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