Connect EasyPractice and Nimble to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

Nimble

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created.

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

Request a new Trigger for EasyPractice

Do thisActions

Action is the task that follows automatically within your EasyPractice integrations.

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

List contacts proceeding providers

List contacts proceeding providers

Returns a list of user-available, contact proceeding types.

List all available metadata for company fields

List all available metadata for company fields

Return all available metadata for company's fields

List contacts pipelines

List contacts pipelines

Returns a list pipelines available to view for the requesting user

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Frequently Asked Questions

How do I start an integration between EasyPractice and Nimble?

To start, connect both your EasyPractice and Nimble accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Nimble (or vice versa).

Can we customize how data from EasyPractice is recorded in Nimble?

Absolutely. You can customize how EasyPractice data is recorded in Nimble. This includes choosing which data fields go into which fields of Nimble, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EasyPractice and Nimble?

The data sync between EasyPractice and Nimble typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EasyPractice to Nimble?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EasyPractice and Nimble?

Yes, you can set conditional logic to control the flow of data between EasyPractice and Nimble. 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

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.

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Nimble

About Nimble

Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.

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