STEP 1
Connect AlfaDocs and RichPanel
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AlfaDocs and RichPanel Integration
Build support workflows between AlfaDocs and RichPanel on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about AlfaDocs and RichPanel
Detailed info you need to know about AlfaDocs and RichPanel integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AlfaDocs to RichPanel
Set up your AlfaDocs and RichPanel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AlfaDocs and RichPanel nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AlfaDocs and RichPanel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AlfaDocs and RichPanel work in WEXTL?
WEXTL exposes actions and triggers for AlfaDocs and RichPanel that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AlfaDocs triggersRichPanel actions
AlfaDocs modules
- Create a PatientCreates a new patient in the system.
- Create an AppointmentCreates a new appointment with specified parameters.
- Delete a PatientDeletes a patient by id.
- Get a Care PlanRetrieves care plan details by id.
- Get a PatientRetrieves a single patient.
- Get an AppointmentRetrieves a single appointment by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Appointment Care PlansSearches for appointment care plans.
- Search AppointmentsSearches for appointments.
- Search Custom Object FieldsSearches for custom object fields.
- Search Free Time SlotsSearches for time slots by a given criteria.
- Search PatientsSearches for patients by phone number or fiscal code.
- Update a PatientUpdates an existing patient by id.
- Update an AppointmentUpdates an existing new appointment by id.
- Watch AppointmentsTriggers when an appointment is created or updated.
- Watch PatientsTriggers when a new patient is created.
RichPanel modules
- Add Tags to a ConversationAdds tags to a conversation in the service.
- Attach an Order to a ConversationLinks an order to a conversation in the system.
- Create a Conversation (Email Variant)Creates a new conversation using the email variant.
- Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.
- Create a TagCreates a new tag.
- Create or Update a CustomerCreates a new customer or updates an existing customer.
- Create or Update a SubscriptionCreates a new subscription or updates an existing subscription.
- Create or Update an OrderCreates a new order or updates an existing order.
- Get a ChannelRetrieves a single channel.
- Get a ConversationRetrieves a single conversation.
- Get a ConversationRetrieves a conversation using its conversation number.
- Get a Customer by ContactRetrieves a customer using an email or phone number.
- Get a UserRetrieves a single user.
- Get an OrderRetrieves an order.
- Get an Order by ConversationRetrieves an order linked to a conversation.
- List ChannelsRetrieves all channels.
- List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
- List TagsRetrieves all tags.
- List TeamsRetrieves all teams.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Tags from a ConversationRemoves tags from a conversation.
- Update a ConversationUpdates an existing conversation.
- Upload a FileUploads a file to a specific location or service.
- Watch ChannelsTriggers when there is a change in a channel.
- Watch TagsTriggers when tag changes occur.
- Watch TeamsTriggers when there are changes to a team.
- Watch UsersTriggers when there are changes to a user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AlfaDocs and RichPanel integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AlfaDocs and RichPanel.
Connect your AlfaDocs and RichPanel accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AlfaDocs's "Watch Appointments" fires, WEXTL can "Add Tags to a Conversation" in RichPanel. AlfaDocs has 2 triggers (including Watch Appointments and Watch Patients); RichPanel has 24 actions (including Add Tags to a Conversation, Attach an Order to a Conversation, and Create a Conversation (Email Variant)). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AlfaDocs-to-RichPanel automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AlfaDocs (or RichPanel) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AlfaDocs + RichPanel automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AlfaDocs and RichPanel integration.
- AlfaDocs and RichPanel integration source code, module specs and credentials implementation.
- Our AlfaDocs and RichPanel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AlfaDocs and RichPanel — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AlfaDocs integration information
- RichPanel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library