Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How to automate email reminders for Practice Better clients with upcoming consultations and unpaid invoices?

Is there a way to have Zapier automated to:

 

  1. Check Practice Better for clients who:
    1. Have a consultation in 2 days and have not completed their questionnaires/forms → Then to trigger an email reminder from Gmail to the client to remind them. 
    2. Have a consultation in 2 days and have not paid their invoice
      → Then to trigger an email reminder from Gmail to the client to remind them. 

 

Hi @IBSandSIBOClinics 

Good question.

You may have to use another app to log and track the data.

Check out Airtable.

Airtable has Views, which are segments of data in a Table. (sort, filter, etc.)

When records enter Views those can trigger Airtable Automations/Zaps.

 

Check out the available Better Practice Zap triggers/actions:

https://zapier.com/apps/practice-better/integrations#triggers-and-actions

Hi @Troy Tessalone 

Thank you for the suggestion. 

Can you elaborate? How does Airtable figure out if a form/invoice hasn’t been completed 2 days before a booking? 

@IBSandSIBOClinics 

You would either manually update the record in a status field or you may be able to configure an automation to find/update the record status field.

I can imagine a Zap system something like this

  1. Zap 1: Completed Booking in Practice Better → Event in Google Calendar
  2. Zap 2: Two Days before Event Start in Google Calendar → Check for forms being completed

But I’m not sure how that last part would work in your setup

 

How does Airtable figure out if a form/invoice hasn’t been completed 2 days before a booking? 

 

How does a human do it now? Where are the forms/invoices? What is different about those forms/invoices when they’re incomplete vs complete? I’m trying to get an understanding of what systems we have to work with.

Terms & Conditions