Connect Callingly and EasyPractice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
- Request a new Action for EasyPractice
Ready to use Callingly and EasyPractice automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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Frequently Asked Questions
To start, connect both your Callingly and EasyPractice accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in EasyPractice (or vice versa).
Absolutely. You can customize how Callingly data is recorded in EasyPractice. This includes choosing which data fields go into which fields of EasyPractice, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and EasyPractice 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 Callingly and EasyPractice. 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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn MoreAbout 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.
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