Zapier + Practice Ignition

Save time boosting efficiency with more than +1000 automations.
Zapier connects Practice Ignition with a wide suite of applications, sales & marketing tools, CRMs, education and training platforms, project management tools, and more!
You can create workflows (zaps) from Practice Ignition (triggers) or to Practice Ignition (actions), let’s review some of the most popular ones along our users below.
Some of our favourite apps to add
Celebrate a new client with your teammates on Slack

Would you like to notify your team the moment you win new business? This zap will automatically post a message to Slack when a new proposal is accepted in Practice Ignition. Now you can celebrate, or just get straight to work.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Qualify your prospects with a Typeform sales questionnaire and turn them into a lead

If you ask your customers to fill out a form as part of your sales process, you can use this zap to automatically create a new client in Practice Ignition from new Typeform entries. Then you'll never need to copy and paste contact information again!

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, contest... Typeform will help you achieve it beautifully across all devices.

Turn your accepted proposals into project tasks with Trello

When you sign up a new client to your professional services business, there's always a number of steps you need to take to onboard your new client. This zap will create a new card in the Trello board of your choice, immediately after your client accepts their Practice Ignition proposal or their new added service.

You can even create a checklist, assign the card and set a due date (and much more) for the card automatically!

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Mark won prospects on client signature with Hubspot CRM

Do you want to keep your sales pipeline up to date automatically in Hubspot CRM? When your client accepts their proposal in Practice Ignition, Zapier will automatically update your deal to the "closed won" stage in your Hubspot CRM deals pipeline.

HubSpot CRM is everything you need to organize, track, and nurture both your leads and customers. As an even better bonus, it is 100% free, forever.

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