Integrations EasyPractice OneHash CRM
EasyPractice + OneHash CRM

Connect EasyPractice and OneHash CRM to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

OneHash CRM

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 Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for EasyPractice

Do thisActions

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

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Request a new Action for EasyPractice

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Frequently Asked Questions

How do I start an integration between EasyPractice and OneHash CRM?

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

Can we customize how data from EasyPractice is recorded in OneHash CRM?

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

How often does the data sync between EasyPractice and OneHash CRM?

The data sync between EasyPractice and OneHash CRM 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 OneHash CRM?

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 OneHash CRM?

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

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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