Integrations EasyPractice Search and Save
EasyPractice + Search and Save

Connect EasyPractice and Search and Save to Build Intelligent Automations

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EasyPractice

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Choose an Action

Search and Save

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Enable Integrations or automations with these events of EasyPractice and Search and Save

Enable Integrations or automations with these events of EasyPractice and Search and Save

Triggers

New Client

New Client

Triggers when a new client is created.

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Frequently Asked Questions

How do I start an integration between EasyPractice and Search and Save?

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

Can we customize how data from EasyPractice is recorded in Search and Save?

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

How often does the data sync between EasyPractice and Search and Save?

The data sync between EasyPractice and Search and Save 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 Search and Save?

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 Search and Save?

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

About Search and Save

The Search & Save system is a Medicare quoting system and CRM for agents use only.

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