Connect EasyPractice and canopy to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

canopy

Automatically do this!

Enable Integrations or automations with these events of EasyPractice and canopy

Enable Integrations or automations with these events of EasyPractice and canopy

Triggers

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for EasyPractice

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Frequently Asked Questions

How do I start an integration between EasyPractice and canopy?

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

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

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

How often does the data sync between EasyPractice and canopy?

The data sync between EasyPractice and canopy 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 canopy?

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 canopy?

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

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canopy

About canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

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