Set up your API access tokens and scopes for read-only access to contacts data.
Grant permission for EasyPractice to access your Contacts data via OAuth or API keys.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; contacts.write; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Trigger: Retrieve a single contact by ID to populate CRM records
Actions: pull tasks, notes, and appointments related to the contact
Method path: GET /contacts/:contactId
Required: contactId; optional: include nested resources like tasks, notes
Trigger: Create or update contact data
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update
Method paths: POST /contacts/; PUT /contacts/:contactId
Key fields: name, email, phone, and any custom fields
Trigger: Create, update, or progress tasks for a contact
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Method paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId
No-code integration means faster setup with drag-and-drop automations to sync data instantly
Real-time data sync across contacts, notes, and tasks without coding
Centralized data view in your CRM with minimal maintenance
This glossary explains API, endpoint, authentication, resource, and workflow terms used in this guide
An API is a set of rules that lets software components communicate, enabling retrieval and manipulation of data
A specific URL pattern that performs an action for a resource
The process of proving identity to access data, typically via OAuth tokens or API keys
An object like a Contact, Task, or Note that you read or modify via the API
When a new contact is added, trigger creation of onboarding tasks in EasyPractice. This ensures every new contact starts with a standard set of tasks.
Pull notes from the Contacts API and attach to EasyPractice client profiles for a complete activity history.
Use completed task updates to modify the contact lifecycle stage in EasyPractice.
Obtain your API credentials and test the connection.
Set up read and write endpoints for contacts, tasks, and notes.
Create automations in Zapier to run on triggers and actions.
Answer: The integration uses an OAuth2 or API key-based flow with scope contacts.readonly. You can read contact data using the provided endpoints. If you need to update data, request the appropriate permissions (contacts.write) and ensure your app handles tokens securely.
Read operations are performed with GET endpoints to retrieve data such as contacts, tasks, notes, and appointments. Write operations use POST, PUT, or DELETE endpoints to create, update, or remove records as needed.
Yes, you can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. For tasks, you can create with POST /contacts/:contactId/tasks and update with PUT /contacts/:contactId/tasks/:taskId; you can also mark a task as completed with PUT /contacts/:contactId/tasks/:taskId/completed.
Authentication is performed using OAuth2 tokens or API keys. Include your token in the Authorization header when making requests. Always keep credentials secure and rotate tokens regularly.
Rate limits depend on your plan and endpoint; monitor response headers for quota information. If you anticipate higher traffic, request a higher quota and implement exponential backoff in your integration.
Yes, you can update tasks and their statuses using the provided endpoints. Use PUT /contacts/:contactId/tasks/:taskId to modify a task and PUT /contacts/:contactId/tasks/:taskId/completed to mark it finished.
To test the connection, use sandbox credentials or a test environment. Verify responses, status codes, and data accuracy with Postman or Zapier’s built-in test tools.
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Complete Operations Catalog - 126 Actions & Triggers
