Enable Integrations or automations with these events of dr chrono and Flexie CRM
Creates a task template.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your dr chrono and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in dr chrono triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how dr chrono data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between dr chrono and Flexie CRM 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 Flexie CRM. 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.
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 MoreFlexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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