Connect EasyPractice and telecrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create a Lead
Update Lead Details
Search Leads
Ready to use EasyPractice and telecrm 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.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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Frequently Asked Questions
To start, connect both your EasyPractice and telecrm accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in telecrm (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in telecrm. This includes choosing which data fields go into which fields of telecrm, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and telecrm 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 telecrm. 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.
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