
When this happens...
New Client

Automatically do this!
Create a List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new client is created.
Action is the task that follows automatically within your EasyPractice integrations.
Creates a list.
Creates a contact data field within the account.
Refreshes a segment.
Send a marketing email to a contact.
Send a marketing SMS to a contact.
Sends a transactional email.

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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 Dotdigital accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Dotdigital (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Dotdigital. This includes choosing which data fields go into which fields of Dotdigital, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Dotdigital 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 Dotdigital. 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 MoreDotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
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