Connect Worksection and Whole Practice to Build Intelligent Automations
Enable Integrations or automations with these events of Worksection and Whole Practice
Enable Integrations or automations with these events of Worksection and Whole Practice
Triggers
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Actions
Create Project
Adds a new project into your account.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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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 Worksection and Whole Practice accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Whole Practice (or vice versa).
Absolutely. You can customize how Worksection 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.
The data sync between Worksection and Whole Practice 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 Worksection 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.
About Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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About Whole Practice
Whole Practice is a full practice management platform for Wellness Professionals.
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