What actions can I run in Practice Better?

72 actions are available, including "Get a Blood Measurement", "Get a Body Measurement", and "Get a Client Diet Profile", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Practice Better Integrations

All-in-one practice management platform for health and wellness practitioners to manage clients, sessions, billing, and care plans. Route Practice Better tickets and replies into CRM, chat, and escalation workflows.

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Watch Client PackagesTriggers when a client service package is created, updated, or cancelled.
Watch Client RecordsTriggers when a client record is created or updated.
Watch CMS-1500 FormsTriggers when a CMS-1500 insurance claim form is created or updated.
Watch ConsultantsTriggers when a consultant or practitioner profile is created or updated.
Watch EventsTriggers instantly via webhook when an event occurs in Practice Better.
Watch Form RequestsTriggers when a form request is created, submitted, or updated.
Watch InvoicesTriggers when an invoice is created, paid, or updated.
Watch Lab RequestsTriggers when a lab request is created or updated.
Watch Program EnrollmentsTriggers when a program enrollment is created or updated.
Watch ProgramsTriggers when a program is created or updated.
Watch ProtocolsTriggers when a care protocol is created or updated.
Watch Service PackagesTriggers when a service package offering is created or updated.
Watch ServicesTriggers when a service is created or updated.
Watch Session NotesTriggers when a session note is created or updated.
Watch SessionsTriggers when a session is booked, rescheduled, or cancelled.
Watch SuperbillTriggers when a superbill is created or updated.
Watch TasksTriggers when a task is created, updated, or completed.
Get a Blood MeasurementRetrieves a single blood measurement entry by its ID.
Get a Body MeasurementRetrieves a single body measurement or vital entry by its ID.
Get a Client Diet ProfileRetrieves the diet and lifestyle profile for a given client.
Get a Client RecordRetrieves the details of a single client record by its ID.
Get a Client Record Medical ProductsRetrieves the medical product history for a given client record.
Get a Client Record Medical ProfileRetrieves the medical history profile for a given client record.
Get a CMS-1500 FormRetrieves a single CMS-1500 insurance claim form by its ID.
Get a Form RequestRetrieves a single form request by its ID.
Get a Lab RequestRetrieves a single lab request by its ID.
Get a Lab Request AttachmentRetrieves a specific attachment from a lab request by its lab request ID and attachment ID.
Get an InvoiceRetrieves a single invoice by its ID.
Get a PackageRetrieves a single client service package by its ID.
Get a ProgramRetrieves a single program by its ID.
Get a ProtocolRetrieves a single care protocol by its ID.
Get a Protocol AttachmentRetrieves a specific attachment from a protocol by its protocol ID and attachment ID.
Get a SessionRetrieves a single session by its ID.
Get a Session NoteRetrieves a single session note by its ID.
Get a SuperbillRetrieves a single superbill by its ID.
Get a TaskRetrieves a single task by its ID.
Get Consultant ProfileRetrieves the profile details of a practitioner or consultant by their ID.
Get Insurance ClaimRetrieves a summary of insurance claims submitted to an integrated insurance partner.
Get Payment HistoryRetrieves a summary of payments collected and payment history for a specified period.
Get Sales TaxRetrieves sales tax information for payments processed within a given period.
Get Transaction StatementRetrieves transaction details for a specified period.
List Availability SlotsReturns a list of available time slots from a consultant's calendar.
List Blood MeasurementsReturns a list of blood measurement entries for a given client.
List Body MeasurementsReturns a list of body measurements and vitals for a given client.
List Client RecordsReturns a paginated list of client records in the practice.
List CMS-1500 FormsReturns a list of CMS-1500 insurance claim forms.
List ConsultantsReturns a list of practitioners and admin users in the practice.
List Form RequestsReturns a list of form requests sent to clients.
List FormsReturns a list of intake and assessment forms in the practice.
List InvoicesReturns a list of client invoices.
List Lab RequestsReturns a list of lab requests for clients.
List PackagesReturns a list of service packages assigned to clients.
List Program EnrollmentsReturns a list of client program enrollments.
List ProgramsReturns a list of programs available in the practice.
List ProtocolsReturns a list of care protocols in the practice.
List Service PackagesReturns a list of bundled service packages offered by the practice.
List ServicesReturns a list of services offered by the practice.
List Session NotesReturns a list of notes recorded for client sessions.
List SessionsReturns a list of scheduled or completed sessions.
List SuperbillsReturns a list of superbills generated for clients.
List Supported TimezonesReturns a list of all timezones supported by the Practice Better platform.
List TasksReturns a list of tasks assigned within the practice.
Book a SessionBooks a new session for a client with a specified consultant and time slot.
Cancel a PackageCancels an active service package for a client by its ID.
Cancel a SessionCancels an existing session by its ID.
Create a Blood MeasurementRecords a new blood measurement entry for a client.
Create a Body MeasurementRecords a new body measurement or vital entry for a client.
Create a Client Diet ProfileCreates a diet and lifestyle profile for a client.
Create a Client RecordCreates a new client record in the practice.
Create a Client Record Medical ProductsAdds medical product history entries to a client's record.
Create a Client Record Medical ProfileCreates a medical history profile for a client's record.
Create a Form RequestSends a new form request to a client for completion.
Create a PackageCreates a new service package and assigns it to a client.
Delete a Blood MeasurementPermanently deletes a blood measurement entry by its ID.
Delete a Body MeasurementPermanently deletes a body measurement entry by its ID.
Delete a Client RecordPermanently deletes a client record by its ID.
Delete a Client Record Medical ProductRemoves a medical product history entry from a client's record.
Delete a PackagePermanently deletes a client service package by its ID.
Delete a SessionPermanently deletes a session by its ID.
Make an API CallPerforms an arbitrary authorized API request to the Practice Better API.
Register a ClientEnrolls a client into a program.
Reschedule a SessionReschedules an existing session to a new time or updates its duration.
Unregister a ClientRemoves a client from a program enrollment.
Update a Blood MeasurementUpdates an existing blood measurement entry by its ID.
Update a Body MeasurementUpdates an existing body measurement entry by its ID.
Update a Client Diet ProfileUpdates the diet and lifestyle profile for a given client.
Update a Client RecordUpdates the details of an existing client record by its ID.
Update a Client Record Medical ProductsUpdates the medical product history entries for a given client record.
Update a Client Record Medical ProfileUpdates the medical history profile for a given client record.

When to use Practice Better

Common scenarios where Practice Better automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Client Packages" fires in Practice Better — start multi-step automations without polling or manual checks.
Automate "Get a Body Measurement" in Practice Better as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch CMS-1500 Forms" from Practice Better with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Practice Better’s Watch Client Packages trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Client Diet Profile as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 89 ready-made steps for support work, and every run records what went in and what came back.

Practice Better workflow on the canvas: Watch Client Packages then Create a Client Diet Profile

Frequently asked questions

Common questions about automating Practice Better in your workflows.

Practice Better has 17 triggers, including "Watch Client Packages", "Watch Client Records", and "Watch CMS-1500 Forms", and more. Use them to start workflows the moment Practice Better events fire — no polling required.

Use in workflow automation

Start from Practice Better’s Watch Client Packages trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Client Diet Profile as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 89 ready-made steps for support work, and every run records what went in and what came back.

Practice Better Integrations

When to use Practice Better

Use in workflow automation

Frequently asked questions

Practice Better Integrations

When to use Practice Better

Connect Practice Better to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Practice Better to any app in workflows

Connect Practice Better to any app in workflows

Connect Practice Better to any app in workflows

Practice Better Integrations

Practice Better triggers and actions

When to use Practice Better

Use in workflow automation

Frequently asked questions

What triggers does Practice Better support?

What actions can I run in Practice Better?

Do I need to write code to automate this?

Is the integration secure?

Practice Better Integrations

Practice Better triggers and actions

When to use Practice Better

Connect Practice Better to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Practice Better support?

What actions can I run in Practice Better?

Do I need to write code to automate this?

Is the integration secure?

Connect Practice Better to any app in workflows

Connect Practice Better to any app in workflows

Connect Practice Better to any app in workflows