Connect Sanchay Crm and EasyPractice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
- Request a new Action for EasyPractice
Ready to use Sanchay Crm and EasyPractice 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 Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and EasyPractice accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in EasyPractice (or vice versa).
Absolutely. You can customize how Sanchay 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.
The data sync between Sanchay Crm 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 Sanchay 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.
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 More
