Connect EasyPractice and Capterra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Capterra
Enable Integrations or automations with these events of EasyPractice and Capterra
Enable Integrations or automations with these events of EasyPractice and Capterra
Triggers
New Client
Triggers when a new client is created.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your EasyPractice and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Capterra (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Capterra 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 Capterra. 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 Capterra
Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.
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