EasyMe + EasyPractice integrations
Manage new EasyPractice appointments by creating or updating clients in EasyMe
With this workflow, you can seamlessly manage your client's information between EasyPractice and EasyMe. Once a new appointment is created in EasyPractice, it initiates an automatic update or creation of a client profile in EasyMe. This helps improve efficiency by minimizing manual data entry and ensuring all client information is up-to-date across both platforms.
- When this happens...New AppointmentTriggers when a new appointment is created.
- automatically do this!Create or Update ClientCreates or updates a client.
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More things you can do with EasyPractice and EasyMe
Discover other triggers and actions you can use with EasyPractice and EasyMe
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Client
Triggers when a new client is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - TagRequired
Try ItTriggerInstant
- Appointment Canceled
Triggers when an appointment is canceled.
Try ItTriggerPolling - Client Deactivated
Triggers when a client is deactivated.
Try ItTriggerPolling - TagRequired
Try ItTriggerInstant- E-MailRequired
- Name
- Phone
- PIN/CPR
- Description
- Address
- Double opt-in
- Add Tags
- Remove Tags
- File
- File name
ActionWrite
Related categories
EasyPractice is a platform for therapists and clinicians which handles your calendar, SMS reminders, online booking, journals, invoicing, payments and so much more.
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