EasyPractice

Healthcare, Practice Management

Insightly

Project Management, Marketing Automation

Integrations EasyPractice Insightly

Create integrations between EasyPractice and Insightly

Create Record in Insightly when New Client in EasyPractice

Update Record in Insightly when New Client in EasyPractice

Find Record in Insightly when New Client in EasyPractice

Actions and Triggers

Triggers

New Client

Triggers when a new client is created.

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

Triggers when new document template is created.

New Email

Triggers when new email is send.

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

Triggers when new lead is created or updated.

Actions

Create Record

Creates a Record.

Update Record

Updates a Record

Find Record

Finds an existing Record.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Learn More

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

Learn More

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 More

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

Learn More