Connect dr chrono and Planview LeanKit to Build Intelligent Automations
Enable Integrations or automations with these events of dr chrono and Planview LeanKit
Enable Integrations or automations with these events of dr chrono and Planview LeanKit
Actions
Create Task Template
Creates a task template.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your dr chrono and Planview LeanKit accounts to viaSocket. Once connected, you can set up a workflow where an event in dr chrono triggers actions in Planview LeanKit (or vice versa).
Absolutely. You can customize how dr chrono data is recorded in Planview LeanKit. This includes choosing which data fields go into which fields of Planview LeanKit, setting up custom formats, and filtering out unwanted information.
The data sync between dr chrono and Planview LeanKit 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 Planview LeanKit. 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 Planview LeanKit
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.
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