Connect EasyPractice and upilot to Build Intelligent Automations
Enable Integrations or automations with these events of EasyPractice and upilot
Enable Integrations or automations with these events of EasyPractice and upilot
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in upilot (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and upilot 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 upilot. 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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About upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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