Connect EasyPractice and Slite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Search Docs
Fetch Doc
Create Doc
Fetch Sub Docs
Replace Doc
Update Doc
Ask a question
Update a Note
Search Notes
Create a Node
Ready to use EasyPractice and Slite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Search Docs
Performs a search using keywords in the docs you have access to.
Fetch Doc
Returns a readable Doc by ID.
Create Doc
Creates a doc inside a parent doc or private channel.
Fetch Sub Docs
Returns a paginated list of sub docs.
Replace Doc
Replaces the entire content and/or title of a doc.
Update Doc
Updates a specific part of a doc.
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Frequently Asked Questions
To start, connect both your EasyPractice and Slite accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Slite (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Slite. This includes choosing which data fields go into which fields of Slite, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Slite 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 Slite. 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.
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.
Learn MoreAbout Slite
Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
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