Connect EasyPractice and portalio to Build Intelligent Automations
Enable Integrations or automations with these events of EasyPractice and portalio
Enable Integrations or automations with these events of EasyPractice and portalio
Triggers
New Client
Triggers when a new client is created.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your EasyPractice and portalio accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in portalio (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in portalio. This includes choosing which data fields go into which fields of portalio, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and portalio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between EasyPractice and portalio. 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.
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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About portalio
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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