Connect click2mail and ClinicSoftware.com to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your click2mail and ClinicSoftware.com accounts to viaSocket. Once connected, you can set up a workflow where an event in click2mail triggers actions in ClinicSoftware.com (or vice versa).
Absolutely. You can customize how click2mail data is recorded in ClinicSoftware.com. This includes choosing which data fields go into which fields of ClinicSoftware.com, setting up custom formats, and filtering out unwanted information.
The data sync between click2mail and ClinicSoftware.com 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 click2mail and ClinicSoftware.com. 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 click2mail
Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.
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About ClinicSoftware.com
ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.
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