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New on the Apps page – Instant workflow templates through Zapier

Create automation magic with our instant workflow templates through Zapier!
PRODUCT 1 mins 18 Feb 2021 by Alexa Hildebrandt

Practice Ignition loves efficiency and automation. So it was a natural partnership to connect with Zapier back in 2017 - and from today, launch our new ‘Instant workflow templates though Zapier’!

Zapier makes the impossible possible, and has the power to revolutionize the way you do business when connected to Practice Ignition. By minimizing repetitive tasks through ’zaps,’ you can save valuable time, making you both savvy and efficient.

Zapier gives you the ability to have two entirely separate pieces of software talk to each other without an API (this is impressive!). Together with Practice Ignition, the two powerful tools create an opportunity for magic to happen behind the scenes by automating repetitive tasks that eat up valuable time. A basic example of this is creating a file for a new client in Google Drive instantly when a client accepts a proposal. The dream of automation is now a reality.

Say hello to instant workflow templates through Zapier

To take your practice automation to the next level, we're excited to introduce ‘Instant workflow templates though Zapier’ – a library of pre-made zap templates located in your PI account. We’ve handpicked the most popular zaps among our customers and have made them available via the Practice Ignition ‘Apps’ page. Since we’ve already created the zaps, all you need to do is click on the zap template you’d like to use, link the appropriate programs, et voilà! You just earned yourself 30 seconds back... per client! And that’s only one zap. (There are plenty more where that came from!)

Using Zapier to connect your apps to Practice Ignition enables you to streamline your process, making it more efficient and powerful. Join the thousands of PI customers that use Zapier and put time back into your day while creating a seamless experience for your clients.

How can I get started?

Check out the Apps page today to preview the 10 workflow templates we've already made available. Discover Zapier and get started yourself using these resources below:

Ready to automate your practice with Zapier and Practice Ignition? Contact your account manager or support today.

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Meet the author

Alexa Hildebrandt

Customer Strategy Consultant 

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Published 18 Feb 2021 Last updated 27 Oct 2022
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