Connect EasyPractice and ZipForm Plus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for ZipForm Plus
Enable Integrations or automations with these events of EasyPractice and ZipForm Plus
Enable Integrations or automations with these events of EasyPractice and ZipForm Plus
Triggers
New Client
Triggers when a new client is created.
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Frequently Asked Questions
To start, connect both your EasyPractice and ZipForm Plus accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in ZipForm Plus (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in ZipForm Plus. This includes choosing which data fields go into which fields of ZipForm Plus, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and ZipForm Plus 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 ZipForm Plus. 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 ZipForm Plus
For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.
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