Onkho is a cloud practice management software that frees up time to focus on your business goals. You get visibility and control over your team, clients, workflow and communication in one place.
This article highlights their Zapier integration and what you can do with it.
Triggers are events that occur in Onkho, for which data fields relating to the event are then made available to Zapier.
Onkho’s Zapier triggers are Instant which means that regardless of the Zapier plan you are on, the Zap will run immediately when the trigger event occurs.
For clients, contacts, and prospects, these are the data fields that pull through following the trigger:
Actions are things that you can do in Onkho through Zapier. Some of these are searches which are useful if you want to check whether something already exists (i.e. a client). The rest are actions which create new data in Onkho.
Onkho’s Zapier integration is still in BETA which means that to access it you need a specific invitation. Reach out to Onkho’s support team if you would like to get started using Zapier.
With Onkho’s Zapier integration you could:
Setup new clients automatically.
Add services from Practice Ignition or GoProposal to Onkho prospects, which automatically converts them the prospect to a client.
Add records of meetings or forms to clients as notes.
App Advisory Plus helps accountants to automate their processes using Zapier.
Find out more about Onkho in our directory listing.
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