Connect dr chrono and Finmei to Build Intelligent Automations
Ready to use dr chrono and Finmei automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
Do thisActions
Action is the task that follows automatically within your dr chrono integrations.
Create Task Template
Creates a task template.
Create Invoice
Create a new invoice with buyer, seller, products, and payment details.
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Frequently Asked Questions
To start, connect both your dr chrono and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in dr chrono triggers actions in Finmei (or vice versa).
Absolutely. You can customize how dr chrono data is recorded in Finmei. This includes choosing which data fields go into which fields of Finmei, setting up custom formats, and filtering out unwanted information.
The data sync between dr chrono and Finmei 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 Finmei. 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.
Learn MoreAbout Finmei
Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.
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