
When this happens...
New Client

Automatically do this!
Get Surveys
List Questions
Upsert Customer
Create Member
Update Customer
Create/Update Customer
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.
Get surveys in simplesat.
Get a questions in Simplesat.
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create a new team member in simplesat
Update a customer by ID.
Creates/updates a customer.

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.
To start, connect both your EasyPractice and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Simplesat. This includes choosing which data fields go into which fields of Simplesat, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Simplesat 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 Simplesat. 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 MoreSimplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn More