Connect EasyPractice and Reflect to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
New Link
Triggers when a new link is created
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
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Frequently Asked Questions
To start, connect both your EasyPractice and Reflect accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Reflect (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Reflect. This includes choosing which data fields go into which fields of Reflect, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Reflect 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 Reflect. 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
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