Connect EasyPractice and ProAct to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for ProAct
Enable Integrations or automations with these events of EasyPractice and ProAct
Enable Integrations or automations with these events of EasyPractice and ProAct
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and ProAct accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in ProAct (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in ProAct. This includes choosing which data fields go into which fields of ProAct, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and ProAct 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 ProAct. 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.
Learn MoreAbout ProAct
ProAct is a productivity and workflow management tool designed to help teams streamline tasks, track progress, and collaborate effectively. It offers features such as task assignment, real-time updates, customizable dashboards, and reporting tools to enhance efficiency and accountability across projects.
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