Connect EasyPractice and Delighted to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Get Response Metrics
List people in Autopilot
Getting Autopilot configuration
Find a person
Unsubscribe Person
Send Email Survey
Send SMS Survey
Add Person
Add Response
Remove peroson from email autopilot
Add person to email autopilot
Find Person
Ready to use EasyPractice and Delighted automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
New Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
Find a person
find a person by email or phone number. Optionally creates a person if none is found.
Unsubscribe Person
Add a person to your unsubscribe list.
Send Email Survey
Send Email Platform Survey
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Frequently Asked Questions
To start, connect both your EasyPractice and Delighted accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Delighted (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Delighted. This includes choosing which data fields go into which fields of Delighted, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Delighted 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 Delighted. 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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