Connect EasyPractice and Zoho Writer to Build Intelligent Automations
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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.
New Document
Triggers when a new document is created.
Do thisActions
Action is the task that follows automatically within your EasyPractice integrations.
Upload Document With URL
Uploads a new document with the given URL.
Upload Document With Text
Uploads a document file.
Merge and Store
Merges a document and store in a prticular folder in Zoho Workdrive.
Merge and Send via Webhook
Merges a document and send it via webhook.
Merge and Send Mail
Merge the document with the given data and send mail.
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Frequently Asked Questions
To start, connect both your EasyPractice and Zoho Writer accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPractice triggers actions in Zoho Writer (or vice versa).
Absolutely. You can customize how EasyPractice data is recorded in Zoho Writer. This includes choosing which data fields go into which fields of Zoho Writer, setting up custom formats, and filtering out unwanted information.
The data sync between EasyPractice and Zoho Writer 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 Writer. 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 Writer
Zoho Writer is a powerful online word processor that allows you to create, edit, and collaborate on documents seamlessly. With a range of features including real-time collaboration, advanced formatting options, and cloud storage integration, Zoho Writer is designed to enhance your document creation and management experience.
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