Connect EasyPractice and Dynalist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Get all documents and folders
Get Document Content
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Get all documents and folders
Get your all docoments and folders
Get Document Content
Get Your Document Content
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Frequently Asked Questions
To start, connect both your EasyPractice and Dynalist accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Dynalist (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Dynalist. This includes choosing which data fields go into which fields of Dynalist, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Dynalist 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 Dynalist. 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 Dynalist
Dynalist is a versatile tool designed for organizing your thoughts, ideas, and tasks in a structured manner. It allows users to create outlines, lists, and notes, making it ideal for personal productivity and project management. With its intuitive interface, Dynalist helps you keep track of your tasks and ideas efficiently.
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