
When this happens...
New Client

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new client is created.
Action is the task that follows automatically within your EasyPractice integrations.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.
Get List of Campaigns

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EasyPractice and Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Reply (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Reply 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 Reply. 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 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 MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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