Connect EasyPractice and Google Docs to Build Intelligent Automations
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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.
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Document Content
Retrieve a document’s title and plain-text content by its document ID.
List all Tabs
List all tabs in a Google Doc.
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Step by step guides to integrate EasyPractice and Google Docs
Frequently Asked Questions
To start, connect both your EasyPractice and Google Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Google Docs (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Google Docs. This includes choosing which data fields go into which fields of Google Docs, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Google Docs 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 Google Docs. 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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