Connect EasyPractice and ClickUp to Build Intelligent Automations

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EasyPractice

When this happens...

Choose an Action

ClickUp

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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.

New Folder

New Folder

Triggers when a new folder is created.

New List

New List

Triggers when a new list is created.

New Task

New Task

Triggers when a new task is created.

Task Updated

Task Updated

Triggers when a task is updated.

Request a new Trigger for EasyPractice

Do thisActions

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

Get all Lists

Get all Lists

Get all lists in a folder

Get all Teams

Get all Teams

Get a list of all teams

Get all Spaces

Get all Spaces

Get a list of all spaces

Get all Tasks

Get all Tasks

Get a list of all tasks

Get all Folders

Get all Folders

Get a list of all folders

Create Task

Create Task

Create a new task in a specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.

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Frequently Asked Questions

How do I start an integration between EasyPractice and ClickUp?

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

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

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

How often does the data sync between EasyPractice and ClickUp?

The data sync between EasyPractice and ClickUp 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 ClickUp?

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 ClickUp?

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

About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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