Create Contact in Sellsy when New Client in EasyPractice
Create Task in Sellsy when New Client in EasyPractice
Create an opportunity in Sellsy when New Client in EasyPractice
Find Contact in Sellsy when New Client in EasyPractice
Create or Update Contact in Sellsy when New Client in EasyPractice
Find Company in Sellsy when New Client in EasyPractice
Triggers when a new client is created.
Creates a new contact in Sellsy.
Creates a New Task.
Creates a new opportunity
Find an Existing Contact.
Creates a new contact or update an existing contact.
Find an Existing Company.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreSellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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