Doktor365 vPlan

Doktor365 + vPlan Integrations, Built by an AI Agent

Put Doktor365 + vPlan to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Doktor365 and vPlan below — describe the exact one you want above and the Agent builds it on demand.

Generate project tasks when deals are won When a deal is won in Doktor365, automatically create a project task in vPlan to kick off client onboarding. See details
Log activity in CRM when task comments are added When a comment is added to a client task in vPlan, automatically log the activity in Doktor365 on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with Doktor365 and vPlan?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Doktor365 and vPlan

Everything Doktor365 and vPlan can do inside a workflow — the triggers that start one and the actions that run when it fires.

Doktor365 Explore Doktor365 →

Doktor365 is a specialized practice management and customer relationship software designed for medical clinics and healthcare providers.

Actions
Create Lead

Create a Lead and Send to Doktor365

vPlan Explore vPlan →

vPlan is a visual planning software designed to help production and service teams plan work orders and resources.

Triggers
New or Changed Card

Triggers when a new card is added or changed.

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Collection

Triggers when a new collection is added or changed.

New or Changed Comment

Triggers when a new comment is added or changed.

New Card on Backlog

Triggers when a card is created on the backlog.

Actions
Create Activity

Creates an Activity

Create Card on Board

Creates a card on the board

Create Card on Backlog

Creates a card on the backlog

Create Resource

Creates a new Resource

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Customer Stories

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Huynh H
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Doktor365 + vPlan

Is there a pre-built Doktor365 + vPlan automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Doktor365 and vPlan's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Doktor365 or vPlan connector?

No. The Agent works whether or not Doktor365 or vPlan already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting vPlan and Doktor365 help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Doktor365 automatically spin up project tasks?

Yes, when a deal is won or changes stages in Doktor365, you can instantly create initial project tasks in vPlan.

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