Connect EasyPractice and outline to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

outline

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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 Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

Stars Created

Stars Created

Triggers when a document or collection is starred.

Do thisActions

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

Create Document

Create Document

Creates a document in outline.

Create an Attachment

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Delete an Attachment

Removes an attachment by ID.

Update a Collection

Update a Collection

Updates an existing collection’s details.

Delete Collection

Delete Collection

Delete a collection and all of its documents.

Update a Document

Update a Document

It allows you to modify an already created document.

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Frequently Asked Questions

How do I start an integration between EasyPractice and outline?

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

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

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

How often does the data sync between EasyPractice and outline?

The data sync between EasyPractice and outline 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 outline?

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 outline?

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

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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