IntegrationsEasyPracticeCallingly
EasyPractice + Callingly

Connect EasyPractice and Callingly to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

Callingly

Automatically do this!

Ready to use EasyPractice and Callingly automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for EasyPractice

Do thisActions

Action is the task that follows automatically within your EasyPractice integrations.

Create Client

Create Client

Creates a new client.

Call Lead

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 Team

Create a team.

Request a new Action for EasyPractice

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between EasyPractice and Callingly?

To start, connect both your EasyPractice and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Callingly (or vice versa).

Can we customize how data from EasyPractice is recorded in Callingly?

Absolutely. You can customize how EasyPractice data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EasyPractice and Callingly?

The data sync between EasyPractice and Callingly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EasyPractice to Callingly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EasyPractice and Callingly?

Yes, you can set conditional logic to control the flow of data between EasyPractice and Callingly. 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.

EasyPractice

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 More
Callingly

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 More