Connect EasyPractice and Freshdesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create a Contact
Create a Company
Create Forum Category
Create a Forum
Create a Forum Topic
Add Notes to a Tickets
Find a Contact by Email
Find Ticket by Id
Create a Ticket
Update Ticket
Ready to use EasyPractice and Freshdesk automations
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 Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
Add Notes to a Tickets
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Frequently Asked Questions
To start, connect both your EasyPractice and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Freshdesk 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 Freshdesk. 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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