Zapier can be integrated with Access Practice SE to automate workflows and keep your client and task data in sync across multiple apps. You will need a Zapier account and your Access Practice SE API Key and account details. You will find these in Settings on the Integrations tab.
Here’s how to get started:
First you will need to set up an account with Zapier. It’s free to get started (which also means you can give it a try before making any financial commitment).
In Access Practice SE, click Settings from main menu, then go to the Integrations tab and select Zapier.
Copy your API key and account name from the window that opens.
Sign in to your Zapier account, click My Apps on the left, then Add Connection.
Search for the Access Practice SE app, select it, and enter your API key and account name when prompted.
Once connected, you can use the published Zap Templates or create your own Zaps (automations) that triggers or creates in Access Practice SE.
See Access Practice SE Integrations | Connect Your Apps with Zapier to learn more.