Connect EasyPractice and The Value Builder System to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for The Value Builder System
Enable Integrations or automations with these events of EasyPractice and The Value Builder System
Enable Integrations or automations with these events of EasyPractice and The Value Builder System
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and The Value Builder System accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in The Value Builder System (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in The Value Builder System. This includes choosing which data fields go into which fields of The Value Builder System, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and The Value Builder System 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 The Value Builder System. 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 The Value Builder System
Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.
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