IntegrationsEasyPracticeMicrosoft Sharepoint
EasyPractice + Microsoft Sharepoint

Connect EasyPractice and Microsoft Sharepoint to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

Microsoft Sharepoint

Automatically do this!

Ready to use EasyPractice and Microsoft Sharepoint automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created.

New List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

Request a new Trigger for EasyPractice

Do thisActions

Action is the task that follows automatically within your EasyPractice integrations.

Create a list

Create a list

Create a new list

Create a List Item

Create a List Item

Creates a new List Item.

Update List Item

Update List Item

Update an existing list item.

Delete List Item

Delete List Item

Delete an existing list item.

Find List Item

Find List Item

Find an existing list item on user given value.

Request a new Action for EasyPractice

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Step by step guides to integrate EasyPractice and Microsoft Sharepoint

Frequently Asked Questions

How do I start an integration between EasyPractice and Microsoft Sharepoint?

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

Can we customize how data from EasyPractice is recorded in Microsoft Sharepoint?

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

How often does the data sync between EasyPractice and Microsoft Sharepoint?

The data sync between EasyPractice and Microsoft Sharepoint 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 Microsoft Sharepoint?

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 Microsoft Sharepoint?

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

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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