Choose 'Yes' if you want Whole Practice to email a link to the To-Do Item to complete.

Whole Practice is a full practice management platform for Wellness Professionals.

Whole Practice

In order to trigger when emails are opened, this must be paired with a separate Zap using the **Send Outbound Email** action, with the **Enable Read Receipts?** field set to `True`.

To test with a live email, send an email to yourself using your **Send Outbound Email** action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.

**Trial or Free Zapier plan:**

 - Emails sent during [testing](https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps") are sent to the [Zapier account email address](https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address "https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address"). Once published, emails go to the intended recipients (To, CC, BCC).
 - You can send a maximum of 5 emails per account per day.

**Paid Zapier plan:**

 - You can send a maximum of 10 emails per account per hour.

Can be a comma separated list of emails. Limited to 5.

You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.

A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).

This will be your "display name" when sending. *Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.*

Specify a reply address other than your own.

Set this to "yes" if your emails are received without line breaks or spacing.

Want to be notified when this email is opened? Set this to to `True` and set up a Zap using the `New Read Receipt` trigger.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

When a form or questionnaire is completed in the Whole Practice system, keep your communication stream seamless with this linked process. It activates a direct email via Email by Zapier. Handling a hefty volume of responses becomes an effortless task, ensuring all received data is promptly processed and acted upon. Connect Whole Practice and Email by Zapier to streamline your workflow and enhance efficiency.

Email by Zapier + Whole Practice

Send outbound emails with Email by Zapier when new forms or questionnaires are completed in Whole Practice

Supported triggers and actions

Completed Form or Questionnaire

New Client Added

New Inbound Email

Send Outbound Email

New Appointment Booked

Assign Form or Questionnaire

New Read Receipt

About Email by Zapier

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About Whole Practice

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