Practice Better Microsoft Excel

When new client in Practice Better, sync it to Microsoft Excel.

When a new client is created in Practice Better, add a client record row in Microsoft Excel.

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See all Practice Better + Microsoft Excel integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Practice Better Explore Practice Better →

Triggers
New booking made

Fires when a new booking or appointment is made in Practice Better.

Booking rescheduled or canceled

Fires when a booking in Practice Better is changed or canceled.

New customer

Fires when a new customer books for the first time in Practice Better.

Actions
Create a booking

Creates a new booking or appointment in Practice Better.

Cancel or reschedule a booking

Cancels or moves a booking in Practice Better.

Create or update a customer

Creates or updates a customer record in Practice Better.

Add the booking to a calendar

Adds a booking from Practice Better to a connected calendar.

Microsoft Excel Explore Microsoft Excel →

Triggers
New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions
Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Log new bookings When a booking is made in Practice Better, add a row to Microsoft Excel. See details
Update rows on changes When a booking is rescheduled in Practice Better, update the row in Microsoft Excel. See details
Mark cancellations When a booking is cancelled in Practice Better, update the row in Microsoft Excel. See details

See all Practice Better + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new client in Practice Better, sync it to Microsoft Excel.” between Practice Better and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Practice Better and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can bookings be logged?

Yes. Each new booking in Practice Better can be added as a row in Microsoft Excel.

Do cancellations update the sheet?

When a booking is cancelled or rescheduled in Practice Better, the row in Microsoft Excel can be updated.

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