Zapier is a tool that allows you to pass information between different web applications. Example uses include passing new patient data to email management programs or to Facebook Custom Audiences.
Connecting to Zapier
Connecting iconpractice to Zapier requires the use of an API key to authorise access to your data. To create an API Key head to Settings->API Keys in iconpractice. Follow the prompts to create an API key. Most keys will only need Read access, not Write.
The ability to create API Keys is only available to Users with "Super" level access. Keys are created per user but access data for all users and practitioners.
Once you have created your API Key, head to Zapier and the "My Apps" section of Zapier. Click "Add connection" then search for iconpractice. In the pop up window enter your API Key and iconpractice username.
The connection will be tested and then should complete. If the connection fails, check that the API Key is correct for that username.
Triggers Available
Once you have connected iconpractice to Zapier, there are a number of triggers that you can use from iconpractice. These are listed below. There are also a number of Zap templates available in Zapier for iconpractice to both give you integration ideas and to streamline your setup.
On Creating a New Patient Trigger
This is triggered when creating a new patient in iconpractice. Use it to pass their details to services such as email management programs or Facebook Custom Audiences etc.
On Updating a Patient Trigger
This is triggered when updating a patient in iconpractice. Use it to pass their updated details to other services.
On Adding a Patient Tag Trigger/On Removing a Patient Tag Trigger
This is triggered when adding or removing a patient in iconpractice respectively. This is particularly useful for causing actions in other services. For example you may wish to add a patient to a particular email sequence in your email service or remove them if they cancel their appointments. You could setup such an action but adding or removing a patient tag in iconpractice.
Other triggers
These include:
- On Booking an Appointment Trigger
- On Completing an Online Booking Trigger
- On Cancelling an Appointment Trigger
- On Marking a Patient DNA Trigger
All triggers will deliver changes made in the last 1-2 days. Zapier will automatically filter data that has been delivered previously.