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Connect Email by Zapier and Whole Practice to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Email by Zapier with Whole Practice - no code necessary. See how you can get setup in minutes.

Select a trigger from Email by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Email by Zapier, a trigger could be "New Inbound Email."
A trigger is the event that kicks off your automated workflow.

Setup an action from Whole Practice

An action is what takes place after the automation is triggered. For example, with Whole Practice, the action could be "Assign Form or Questionnaire."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Email by Zapier to Whole Practice

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

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

Make work flow with AI

Level up your Email by Zapier to Whole Practice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Email by Zapier and Whole Practice 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Email by Zapier triggers, actions, and search
    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
    • Zap_id
    • Free_test_limitation
    • To
      Required
    • Subject
      Required
    • Body (HTML or Plain)
      Required
    • Attachment
    • From_name
    • Reply_to
    • Cc
    • Bcc
    • Force Linebreaks?
    • Enable read receipts?
    Action
    Write
  • Whole Practice triggers, actions, and search
    New Appointment Booked

    Triggers when a new appointment is booked in Whole Practice.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Form/Questionnaire
      Required
    • Send Email Notification
      Required
    Action
    Write

Learn how to automate Email by Zapier on the Zapier blog

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email logo
About Email by Zapier
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!
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Related categories
EmailZapier
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About Whole Practice
Whole Practice is a full practice management platform for Wellness Professionals.
Related categories
CRM (Customer Relationship Management)

Connect Email by Zapier to Whole Practice on the world's largest no-code automation platform

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