Enable Integrations or automations with these events of EasyPractice and convo
Triggers when a new client is created.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EasyPractice and convo accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in convo (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in convo. This includes choosing which data fields go into which fields of convo, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and convo 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 convo. 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 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 MoreConvo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.
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