Connect jetdocs and EasyPractice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for jetdocs
Choose an Action
Automatically do this!
- Request a new Action for EasyPractice
Enable Integrations or automations with these events of jetdocs and EasyPractice
Enable Integrations or automations with these events of jetdocs and EasyPractice
Triggers
New Client
Triggers when a new client is created.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your jetdocs and EasyPractice accounts to viaSocket. Once connected, you can set up a workflow where an event in jetdocs triggers actions in EasyPractice (or vice versa).
Absolutely. You can customize how jetdocs data is recorded in EasyPractice. This includes choosing which data fields go into which fields of EasyPractice, setting up custom formats, and filtering out unwanted information.
The data sync between jetdocs and EasyPractice 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 jetdocs and EasyPractice. 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 jetdocs
Jetdocs is an internal ticketing solution that integrates with Slack and Teams, powered by no-code catalogs, queues, templates and bots.
Learn MoreAbout 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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