Connect EasyPractice and Workiom to Build Intelligent Automations

Choose a Trigger

EasyPractice

When this happens...

Choose an Action

Workiom

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for EasyPractice

Do thisActions

Action is the task that follows automatically within your EasyPractice integrations.

Create Record

Create Record

Create new record in a list.

Request a new Action for EasyPractice

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Frequently Asked Questions

How do I start an integration between EasyPractice and Workiom?

To start, connect both your EasyPractice and Workiom accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Workiom (or vice versa).

Can we customize how data from EasyPractice is recorded in Workiom?

Absolutely. You can customize how EasyPractice data is recorded in Workiom. This includes choosing which data fields go into which fields of Workiom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EasyPractice and Workiom?

The data sync between EasyPractice and Workiom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EasyPractice to Workiom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EasyPractice and Workiom?

Yes, you can set conditional logic to control the flow of data between EasyPractice and Workiom. 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.

EasyPractice

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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Workiom

About Workiom

Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.

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