Connect EasyPractice and Sourcery to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Sourcery
Enable Integrations or automations with these events of EasyPractice and Sourcery
Enable Integrations or automations with these events of EasyPractice and Sourcery
Triggers
New Client
Triggers when a new client is created.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your EasyPractice and Sourcery accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Sourcery (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Sourcery. This includes choosing which data fields go into which fields of Sourcery, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Sourcery 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 Sourcery. 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 Sourcery
Sourcery is an AI-powered tool designed to enhance and streamline the software development process. It provides developers with intelligent code suggestions, refactoring options, and insights to improve code quality and efficiency. By leveraging advanced machine learning algorithms, Sourcery helps developers write cleaner, more maintainable code, reducing technical debt and accelerating development cycles.
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