Connect telecrm and EasyPractice to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
- Request a new Action for EasyPractice
Ready to use telecrm and EasyPractice automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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Frequently Asked Questions
To start, connect both your telecrm and EasyPractice accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in EasyPractice (or vice versa).
Absolutely. You can customize how telecrm 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 telecrm 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 telecrm 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.
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