Using Zapier you can connect and sync contact data between Intuit Practice Management powered by Karbon and more than 1,500 other apps connected to Zapier.
You can find it in the Zapier app directory here.
How Zapier works
Zapier provides Triggers and Actions for each app that it supports, including Intuit Practice Management.
A Zap combines a trigger from one app with an Action in another. Whenever the trigger occurs, Zapier automatically completes the action for you.
If you're new to Zapier, you can learn more in their Getting Started Guide.
Available Intuit Practice Management Triggers
Person Contact Created: Triggers when a new person contact is created in Intuit Practice Management.
Organization Contact Created: Triggers when a new organization contact is created in Intuit Practice Management.
Person Contact Updated: Triggers when a new person contact is updated in Intuit Practice Management.
Organization Contact Created: Triggers when a new organization contact is updated in Intuit Practice Management.
Available Intuit Practice Management Actions
Create Person Contact: Creates a new person contact in Intuit Practice Management.
Create Organization Contact: Creates a new organization contact in Intuit Practice Management.
Update Person Contact: Updates a person contact in Intuit Practice Management.
Update Organization Contact: Updates an organization contact in Intuit Practice Management.
Steps to connect your Intuit Practice Management account and set up your first Zap
1. Sign up for a Zapier account
To get started you'll need a Zapier account. If you don't have an account already, you can sign up for free.
2. Create your first Zap
Click the "Make a New Zap" button, which is at the top-right corner of the page when you have logged into Zapier. Learn more here.
3. Select Intuit Practice Management as your Trigger App
Search for Intuit Practice Management as your Trigger App.
Once Intuit Practice Management has been selected, you can choose a Trigger.
4. Connect your Intuit Practice Management account
Clicking Connect your account will open a new window asking you to provide your Intuit Practice Management API key.
You can find your API key in your Intuit Practice Management account at Settings > Connected Apps > Zapier (it's a long code made up of letters and numbers).
Copy and paste the API key into the Zapier window, and click Connect.
5. Complete your Zap by adding an Action step
Choose from one of Zapier's 1,500+ app integrations to create an action step. For more details on this, refer to Zapier's Getting Started Guide.
6. Using Intuit Practice Management actions
If you'd prefer, you can also set up a Zap where another app triggers an action to Intuit Practice Management.
If you do this, choose another app for your Trigger step, and Intuit Practice Management as your Action step.
What fields does Intuit Practice Management sync with Zapier?
Currently, Intuit Practice Management syncs contact data with Zapier. These fields include:
Person contacts
First name
Last name
Client identifier
Contact type
Preferred name
Salutation
Email address
Address line
City
State/ Province/ County
Zip code
Country
Phone number
Organization contacts
Name
Client identifier
Contact type
Website
Address line
City
State/ Province/ County
Zip code
Country
Phone number
Further reading:
10 Zapier automations to keep your contact details up-to-date