
When this happens...
New Client

Automatically do this!
Create Segment
Delete Segment
Delete Contact
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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 named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Removes the contact identified by the given Contact ID from Highperformr.

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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 Highperformr Ai accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Highperformr Ai (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Highperformr Ai. This includes choosing which data fields go into which fields of Highperformr Ai, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Highperformr Ai 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 Highperformr Ai. 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 MoreHighperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
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