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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.
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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Frequently Asked Questions
To start, connect both your EasyPractice and Freshservice accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Freshservice (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Freshservice. This includes choosing which data fields go into which fields of Freshservice, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Freshservice 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 Freshservice. 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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