Clinic automations

Automate the work between your clinic’s systems.

Tell us what should happen when an appointment is completed, a payment is received or a record changes. Propagator builds the automation around your clinic’s workflow and keeps a history of every run.

How it works

You describe the workflow. We handle the rest.

We configure and confirm each automation with you before it goes live. Once it is running, you can see when it ran, what it changed and whether it succeeded.

In action

See what your clinic can automate.

These are common examples of routine work that can move between connected systems automatically.

Recurring payments

Collect a scheduled direct debit, then update your accounting software automatically. No manual reconciliation.

Two-way accounting sync

Create an invoice when an appointment is completed, then sync the payment back to your practice management system.

Data warehouse sync

Send appointment and billing data to your data warehouse as it changes, ready for reporting without manual exports.

CRM contact sync

Add new contacts to your CRM and place them on the right list automatically.

Building blocks

Every automation starts with a trigger and ends with an action.

What starts the automationWhat happens next

Appointments

Booked, completed, cancelled, or rescheduled.

Send a message

To a patient, or to someone on your team, through a tool you already use.

Billing

Invoiced, paid, overdue, or failed.

Create or update a record

In your practice management system or another connected tool.

Records

Created, updated, or a specific field changed.

Raise or update billing

An invoice, a payment status, or a billing record.

A schedule

A time or recurring interval, rather than an event in a system.

Create a task

Assigned to a person, so the work has an owner.

Control

Stay in control of every automation.

What it reads and changes

See what information the automation uses and what it can change before it runs.

Who can change it

Choose who can create, edit, pause or remove automations.

Run history

See when an automation ran, whether it succeeded and what it did.

Pause, change or stop

Pause an automation without losing its setup, or remove it when it is no longer needed.

FAQ

Questions about automations.

What is an automation?

An automation watches for something happening in one connected system and does exactly what you'd do about it in another, built around your workflow rather than a generic template.

Do I need to build the automation myself?

No. You describe what should happen in plain language, and Propagator configures and confirms it before it goes live.

What can trigger an automation?

Appointments (booked, completed, cancelled or rescheduled), billing events, a record being created or updated, or a schedule such as a recurring time interval.

What can an automation actually do?

Send a message, create or update a record, raise or update billing, or create a task for someone on your team.

Can I see what an automation has done?

Yes. Every automation keeps a run history showing whether it ran, when, and exactly what it did.

Can I pause or stop an automation later?

Yes, at any time, without losing its configuration. Removing it ends its access to your systems entirely.

Tell us what your clinic needs automated.

Describe the systems and manual steps involved. We will show you what is possible.