Your client list comes in from the tool you use
How do I import my clients?
A CSV or Excel .xlsx export from any practice tool, matched by its headings.
What does Zapier do?
Connect Zapier
By invite, in one press from Integrations.
Add client
A new client in your CRM appears in Clients.
Report sent, Pack sent, Response ready
Each can start a Zap.
What can the client API do?
A key for each tool
Shown once, and you can end it at any time.
What it may do
Hear what happens, Find clients and results, Add drafts or Send for you.