
When this happens...
New Client

Automatically do this!
Create Short URL
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.
Create a short link and optional QR code

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To start, connect both your EasyPractice and Shortpen accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Shortpen (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Shortpen. This includes choosing which data fields go into which fields of Shortpen, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Shortpen 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 Shortpen. 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 MoreShortpen is a streamlined tool designed for creating and managing short, impactful written content. It helps users craft concise messages, notes, and documents efficiently, making it ideal for quick communication and documentation.
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