Connect EasyPractice and YCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
Ready to use EasyPractice and YCloud automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
List Voice Records
Get all Voice Records from ycloud.
List WhatsApp Business Accounts
Get all WhatsApp business accounts from ycloud.
List WhatsApp Business Phone Numbers
Get all WhatsApp business phone numbers from ycloud.
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Frequently Asked Questions
To start, connect both your EasyPractice and YCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in YCloud (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in YCloud. This includes choosing which data fields go into which fields of YCloud, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and YCloud 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 YCloud. 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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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