Connect EasyPractice and Zoho SalesIQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Get Chat By ID
List Chats
Get Chat Transcript
List Visitors
Ready to use EasyPractice and Zoho SalesIQ automations
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.
Get Chat By ID
Retrieve details of a chat by its ID.
List Chats
Retrieve all the chats of a conversion.
Get Chat Transcript
Retrieve messages from a specific chat by chat ID.
List Visitors
Get a list of visitors and their details from Zoho SalesIQ using a View ID.
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Frequently Asked Questions
To start, connect both your EasyPractice and Zoho SalesIQ accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Zoho SalesIQ (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Zoho SalesIQ. This includes choosing which data fields go into which fields of Zoho SalesIQ, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Zoho SalesIQ 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 Zoho SalesIQ. 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 Zoho SalesIQ
Zoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
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