Connect EasyPractice and Pipl.ai to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

Pipl.ai

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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.

Request a new Trigger for EasyPractice

Do thisActions

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

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between EasyPractice and Pipl.ai?

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

Can we customize how data from EasyPractice is recorded in Pipl.ai?

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

How often does the data sync between EasyPractice and Pipl.ai?

The data sync between EasyPractice and Pipl.ai 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 Pipl.ai?

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 Pipl.ai?

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

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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Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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