How to connect Documate + CareTree
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- Workflow CompletedTriggers when a workflow is completed.Trigger
- Create and Populate a New SessionCreates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.Action
- Create PatientCreates a PatientAction
- Step 1: Authenticate Documate and CareTree.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.