Connect dr chrono and Finaeo to Build Intelligent Automations
Enable Integrations or automations with these events of dr chrono and Finaeo
Enable Integrations or automations with these events of dr chrono and Finaeo
Actions
Create Task Template
Creates a task template.
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Frequently Asked Questions
To start, connect both your dr chrono and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in dr chrono triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how dr chrono data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between dr chrono and Finaeo 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 dr chrono and Finaeo. 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 dr chrono
DrChrono is a comprehensive platform designed for healthcare professionals, offering electronic health records (EHR), practice management, and medical billing solutions. It streamlines the workflow for medical practices, enhancing patient care and operational efficiency.
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About Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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