Whole Practice Integrations
Put Whole Practice to work with AI and enterprise-grade automation
Automate smarter with Whole Practice and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Slack
Team Chat
Practice Better
Scheduling & Booking
LeadConnector
Marketing Automation
Manychat
Social Media Marketing
ActiveCampaign
Marketing Automation
Circle
CRM (Customer Relationship Management)
systeme.io
Marketing
Kartra
Marketing Automation
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Practice Better
Scheduling & Booking
LeadConnector
Marketing Automation
Manychat
Social Media Marketing
ActiveCampaign
Marketing Automation
Circle
CRM (Customer Relationship Management)
Slack
Team Chat
Practice Better
Scheduling & Booking
LeadConnector
Marketing Automation
Manychat
Social Media Marketing
ActiveCampaign
Marketing Automation
Circle
CRM (Customer Relationship Management)
systeme.io
Marketing
Kartra
Marketing Automation
Google Sheets
Google, Spreadsheets
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Send outbound emails with Email by Zapier when new forms or questionnaires are completed in Whole Practice
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.
- Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
Try ItTriggerInstant - New Client Added
Triggers when a new client is added.
Try ItTriggerInstant
- New Appointment Booked
Triggers when a new appointment is booked in Whole Practice.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Form/QuestionnaireRequired
- Send Email NotificationRequired
ActionWrite
For builders
Let your AI safely access Whole Practice
Go beyond Zap workflows. Install Zapier in your AI to call Whole Practice actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Whole Practice from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Whole Practice actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Whole Practice connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "whole-practice", owner: "me" });
await zapier.runAction({
app: 'whole-practice',
action: 'new_to_do_item',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Whole Practice Help & Support
Common questions
Related categories