
When this happens...
New Client

Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new client is created.
Triggers when a new Record is created.
Triggers when a Record is updated.
Trigger When A new Team Create
Triggers when a Record is updated, or a new Record is added.
Action is the task that follows automatically within your EasyPractice integrations.
Create a New Record in a Table
Update an Existing Record in a Grist Table
Delete existing records from a table
Create a New Table
Get All Team's in grist
Update Your Team in Grist.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EasyPractice and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Grist (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Grist 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 Grist. 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.
Learn MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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