
When this happens...
New Client

Automatically do this!
Create Contact
Update Contact
Subscribe Contact to Interest
Find Contact
Unsubscribe a Contact
Unsubscribe Contact From Interest
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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.
Create a contact
Update a contact using contact id
Subscribe a contact to a selected interest.
Finds a contact based on email.
Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.
Unsubscribe a contact from an interest.

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To start, connect both your EasyPractice and Flexmail accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Flexmail (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Flexmail. This includes choosing which data fields go into which fields of Flexmail, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Flexmail 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 Flexmail. 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.
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