Integrations ITM Platform Whole Practice
ITM Platform + Whole Practice

Connect ITM Platform and Whole Practice to Build Intelligent Automations

Choose a Trigger

ITM Platform

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Choose an Action

Whole Practice

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Enable Integrations or automations with these events of ITM Platform and Whole Practice

Enable Integrations or automations with these events of ITM Platform and Whole Practice

Actions

Create Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

Request a new Action for ITM Platform

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Frequently Asked Questions

How do I start an integration between ITM Platform and Whole Practice?

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

Can we customize how data from ITM Platform is recorded in Whole Practice?

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

How often does the data sync between ITM Platform and Whole Practice?

The data sync between ITM Platform and Whole Practice 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 ITM Platform to Whole Practice?

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 ITM Platform and Whole Practice?

Yes, you can set conditional logic to control the flow of data between ITM Platform and Whole Practice. 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.