STEP 1
Connect EasyPractice and MyCase
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
EasyPractice and MyCase Integration
Keep EasyPractice and MyCase in sync by integrating their events and actions. When support events happen in EasyPractice, update the MyCase automatically - without any line of code in visual workflow builder.
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Learn about EasyPractice and MyCase
Detailed info you need to know about EasyPractice and MyCase integrations in WEXTL. Explore which modules apps support and how you connect them.
EasyPractice
Practice management software for clinics to schedule appointments, manage clients, and send invoices. [5]
How to connect EasyPractice to MyCase
Set up your EasyPractice and MyCase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected EasyPractice and MyCase nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between EasyPractice and MyCase. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between EasyPractice and MyCase work in WEXTL?
WEXTL exposes actions and triggers for EasyPractice and MyCase that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
EasyPractice triggersMyCase actions
EasyPractice modules
- Create a BookingCreates a new booking in the system.
- Create a CalendarCreates a calendar in the service.
- Create a Calendar PauseCreates a pause in a calendar schedule.
- Create a ClientCreates a client in the system.
- Create a Client TagCreates a new tag for a client.
- Create Multiple BookingsCreates multiple bookings in the system.
- Delete a BookingDeletes a booking from the service.
- Delete a Calendar PauseDeletes a calendar pause from the platform.
- Delete a ClientDeletes a client from the database.
- Delete a Client TagDeletes a client tag from the system.
- Download a Client Journal FileDownloads a client journal file from the system.
- Get a BookingRetrieves a booking.
- Get a CalendarRetrieves a calendar.
- Get a Calendar PauseRetrieves a calendar pause.
- Get a ClientRetrieves a client from the database.
- Get a Client Journal FileRetrieves a client journal file.
- Get a Client TagRetrieves a client tag from the service.
- Get Calendar Opening TimesRetrieves the opening times of a specific calendar.
- List Available DatesRetrieves all available dates from the service.
- List Available TimesRetrieves all available times.
- List BookingsRetrieves all bookings.
- List Calendar PausesRetrieves all calendar pauses.
- List CalendarsRetrieves all calendars.
- List Client Journal FilesRetrieves all client journal files.
- List Client TagsRetrieves all client tags.
- List ClientsRetrieves all clients.
- List InvoicesRetrieves all invoices.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice as PaidMarks an invoice as paid in the system.
- Send an InvoiceSends an invoice to a specified recipient.
- Update a BookingUpdates a booking with the provided details.
- Update a Calendar PauseUpdates a calendar pause entry.
- Update a ClientUpdates a client in the system.
- Update a Client TagUpdates a client tag in the system.
- Update Opening TimesUpdates a calendar's opening times.
- Watch Available DatesTriggers when available dates are updated or newly listed.
- Watch Available TimesTriggers when there are available times to be monitored.
- Watch BookingsTriggers when a new booking is made.
- Watch Client TagsTriggers when client tags are changed.
- Watch ClientsTriggers when a new client is added or an existing client's information is updated.
- Watch EventsTriggers when a subscribed EasyPractice event occurs.
- Watch InvoicesTriggers when a new invoice is created or updated.
MyCase modules
- Create a CaseCreates a case in the system.
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note for a client.
- Create a Note for a CaseCreates a note for a specific case.
- Create a Note for a CompanyCreates a note for a specified company.
- Create an ExpenseCreates an expense entry in the service.
- Delete a CaseDeletes a case from the service.
- Delete a ClientDeletes a client from the database.
- Delete a NoteDeletes a note from the specified location or service.
- Delete an ExpenseDeletes a specific expense from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a CaseRetrieves a case from a specified source.
- Get a ClientRetrieves a client using the provided client ID.
- Get a LeadRetrieves a lead from the system using specified criteria.
- Get a NoteRetrieves a note from the service.
- Get an ExpenseRetrieves an expense based on the given criteria or ID.
- List CasesRetrieves all cases.
- List Cases for a ClientRetrieves all cases for a specific client.
- List ClientsRetrieves all clients.
- List ExpensesRetrieves all expenses.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List Notes for a CaseRetrieves all notes for a specific case.
- List Notes for a ClientRetrieves all notes for a client.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment on an InvoiceRecords a payment against an invoice for a specified amount.
- Update a CaseUpdates a case in the system with new information or changes to existing details.
- Update a ClientUpdates a client's information in the database.
- Update a LeadUpdates a lead in the CRM system with new information.
- Update a NoteUpdates a note with new information or changes existing details.
- Watch EventsTriggers when an event is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with EasyPractice and MyCase integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting EasyPractice and MyCase.
Connect your EasyPractice and MyCase accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when EasyPractice's "Watch Available Dates" fires, WEXTL can "Create a Case" in MyCase. EasyPractice has 7 triggers (including Watch Available Dates, Watch Available Times, and Watch Bookings); MyCase has 31 actions (including Create a Case, Create a Client, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. EasyPractice-to-MyCase automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment EasyPractice (or MyCase) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your EasyPractice + MyCase automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the EasyPractice and MyCase integration.
- EasyPractice and MyCase integration source code, module specs and credentials implementation.
- Our EasyPractice and MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for EasyPractice and MyCase — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- EasyPractice integration information
- MyCase integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library