EasyPractice icon

EasyPractice Integration

Practice management software for clinics to schedule appointments, manage clients, and send invoices. Route EasyPractice tickets, replies, and customer issues into CRM, chat, and escalation workflows. When Watch Available Dates arrives, automatically continue with Create Multiple Bookings or Get a Booking.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for EasyPractice integration

Triggers can detect changes in EasyPractice and run actions that can create, search or modify data inside EasyPractice automatically [3] — exactly how you set them.

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    Watch Available DatesTriggers when available dates are updated or newly listed.
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    Watch Available TimesTriggers when there are available times to be monitored.
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    Watch BookingsTriggers when a new booking is made.
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    Watch Client TagsTriggers when client tags are changed.
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    Watch ClientsTriggers when a new client is added or an existing client's information is updated.
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    Watch EventsTriggers when a subscribed EasyPractice event occurs.
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    Watch InvoicesTriggers when a new invoice is created or updated.
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    Create Multiple BookingsCreates multiple bookings in the system.
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    Get a BookingRetrieves a booking.
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    Get a CalendarRetrieves a calendar.
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    Get a Calendar PauseRetrieves a calendar pause.
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    Get a ClientRetrieves a client from the database.
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    Get a Client Journal FileRetrieves a client journal file.
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    Get a Client TagRetrieves a client tag from the service.
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    Get Calendar Opening TimesRetrieves the opening times of a specific calendar.
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    List Available DatesRetrieves all available dates from the service.
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    List Available TimesRetrieves all available times.
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    List BookingsRetrieves all bookings.
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    List Calendar PausesRetrieves all calendar pauses.
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    List CalendarsRetrieves all calendars.

How to integrate EasyPractice in automation workflow?

3 simple steps to make your EasyPractice connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How EasyPractice connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever EasyPractice app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that EasyPractice supports.

The following table illustrates what fields EasyPractice integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how EasyPractice is connected in WEXTL builder.

Video slide demonstrates how EasyPractice is connected in WEXTL builder [4].

FieldTypeHelp
API KeyRequired
password

Log in to EasyPractice, enable the API app, then go to API Settings → Personal Access Tokens and create a new token with all the following scopes: - clients-read

  • clients-readwrite
  • journals-read
  • journals-readwrite
  • journal-files-read
  • calendars-read
  • calendars-readwrite
  • invoices-read
  • invoices-readwrite.

Connect EasyPractice to popular apps on WEXTL

Enter a name of the other app you want to sync with EasyPractice below. Click on selected app to explore integration options with EasyPractice. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with EasyPractice integration

Select Watch Client Tags trigger from EasyPractice - this will be a starting point in your automation. Whenever event happens in EasyPractice, workflow will start [7] from Watch Client Tags node.

Search for Create a Client, connect it as the next step of integration sequence. You can use filters between Watch Client Tags and Create a Client, so only important data pass from Watch Client Tags to the next step. WEXTL gives you full control over the process of EasyPractice automation. All parts of workflow are visible on the canvas [4].

EasyPractice on WEXTL has 42 modules for crafting support automations. Explore EasyPractice documentation for more.

Video slide demonstrates how Watch Client Tags and Create a Client nodes are used in EasyPractice workflow.

Video slide demonstrates how Watch Client Tags and Create a Client [6] nodes are used in EasyPractice workflow.

Frequently asked questions

Common questions about automating EasyPractice in your workflows.

Try EasyPractice on WEXTL®

Claim your 3-day trial to build EasyPractice integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the EasyPractice integration.

  1. EasyPractice integration source code, module specs and credentials implementation.
  2. Internal EasyPractice integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official EasyPractice vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® EasyPractice App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation