Integrations OneHash CRM EasyPractice
OneHash CRM + EasyPractice

Connect OneHash CRM and EasyPractice to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

EasyPractice

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for OneHash CRM

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Request a new Action for OneHash CRM

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Frequently Asked Questions

How do I start an integration between OneHash CRM and EasyPractice?

To start, connect both your OneHash CRM and EasyPractice accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in EasyPractice (or vice versa).

Can we customize how data from OneHash CRM is recorded in EasyPractice?

Absolutely. You can customize how OneHash CRM 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.

How often does the data sync between OneHash CRM and EasyPractice?

The data sync between OneHash CRM and EasyPractice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from OneHash CRM to EasyPractice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between OneHash CRM and EasyPractice?

Yes, you can set conditional logic to control the flow of data between OneHash CRM 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.

OneHash CRM

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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EasyPractice

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.

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