Connect Raynet CRM and Practice Better to Build Intelligent Automations
Enable Integrations or automations with these events of Raynet CRM and Practice Better
Enable Integrations or automations with these events of Raynet CRM and Practice Better
Triggers
Trigger Record
Triggers when a record is updated , created or deleted
Actions
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and Practice Better accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Practice Better (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Practice Better. This includes choosing which data fields go into which fields of Practice Better, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Practice Better 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 Raynet CRM and Practice Better. 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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About Practice Better
Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!
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