Connect EasyPractice and Intercom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Ready to use EasyPractice and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
Create User
Create a new User
Find Lead
Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.
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Frequently Asked Questions
To start, connect both your EasyPractice and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Intercom (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between EasyPractice and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About EasyPractice
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn MoreAbout Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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