Practice Better automation at a glance
| Does Practice Better have an API? | It connects through Zapier using an API key from its settings. Practice Better says that link isn't HIPAA-compliant, so we send contact details only. |
|---|---|
| Connects with | Zapier, Kajabi, Calendly, Flodesk, Mailchimp, Google Sheets |
| Used by | Coaches and consultants, Mental health |
| What we build | Lead to client; Mailing list sync; Enrollment view; Onboarding message |
Sound familiar?
What nutrition and wellness practices on Practice Better tell us before a project starts.
- Leads from forms are typed in by hand.
- New clients are added to the mailing list separately.
- Program enrollments are tracked in a spreadsheet.
- Course buyers are set up twice.
- Follow-ups depend on someone remembering.
What we build
Each one is a working piece you can open and check when it's done.
Lead to client
Form and course leads created as Practice Better clients.
API integrations and data syncMailing list sync
New clients and program enrollments added to your email tool.
n8n, Make and Zapier automationWhat we connect it to: Zapier, Kajabi, Calendly, Flodesk, Mailchimp, Google Sheets.
Industries that use it: Coaches and consultants, Mental health.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Course buyer to client
Example: a Kajabi course purchase creates a Practice Better client.
Kajabi, Zapier, Practice BetterExample project
Program to list
Example: clients enrolled in a program join a matching email list.
Practice Better, Zapier, FlodeskExample project
Monthly view
Example: a dietitian sees new clients and enrollments each month.
Practice Better, Google SheetsNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Practice Better have an API?
It connects through Zapier using an API key from its settings. Practice Better says that link isn't HIPAA-compliant, so we send contact details only.
Will this replace Practice Better?
No. Practice Better stays the system of record. We build the intake, reports and follow-ups around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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