Connect EasyPractice and AgencyZoom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for AgencyZoom
Enable Integrations or automations with these events of EasyPractice and AgencyZoom
Enable Integrations or automations with these events of EasyPractice and AgencyZoom
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in AgencyZoom (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and AgencyZoom 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 AgencyZoom. 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 AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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