Effecty

If you're chatting with us now, you're already in the right place. Tell us what you need and your order number, and we'll take it from here.

• Patient Portal: Send us a message directly inside your portal • Live Chat: Click the chat icon in the bottom right corner of our website • Email: <a href="mailto:hello@effecty.com" rel="nofollow noopener noreferrer" target="_blank">hello@effecty.com</a> • Call: (800) 597-0884

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For the fastest support, chat with us here or message us in your patient portal. Please keep to one conversation per issue so nothing gets missed.

Our dedicated support team is available Monday–Friday, 9:00am–6:00pm EST, and we look forward to assisting you.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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