Connect EasyPractice and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of EasyPractice and Finaeo
Enable Integrations or automations with these events of EasyPractice and Finaeo
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Finaeo 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 Finaeo. 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.
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About Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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