Connect dr chrono and Planfix to Build Intelligent Automations

Choose a Trigger

dr chrono

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of dr chrono and Planfix

Enable Integrations or automations with these events of dr chrono and Planfix

Actions

Create Task Template

Create Task Template

Creates a task template.

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by title and return its full details; if no title is given, return all tasks.

Request a new Action for dr chrono

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Frequently Asked Questions

How do I start an integration between dr chrono and Planfix?

To start, connect both your dr chrono and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in dr chrono triggers actions in Planfix (or vice versa).

Can we customize how data from dr chrono is recorded in Planfix?

Absolutely. You can customize how dr chrono data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.

How often does the data sync between dr chrono and Planfix?

The data sync between dr chrono and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from dr chrono to Planfix?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between dr chrono and Planfix?

Yes, you can set conditional logic to control the flow of data between dr chrono and Planfix. 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.

dr chrono

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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Planfix

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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