Semble Connect

Semble Connect is an automation engine designed to automate processes within your practice, connect to external systems and to simplify complex tasks and workflows.  In this guide, we'll walk you through how to get started. 

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Overview of API

What is Semble Connect?

Semble Connect helps you automate routine tasks across your practice's software, saving you time and reducing manual effort.

By connecting your systems once, you can automate workflows such as managing reminders, syncing data, and updating records—boosting efficiency and freeing up time to focus on patient care.

With over 1,000 integrations available, Semble Connect streamlines your practice by seamlessly connecting with essential services like Mailchimp, Sage, Facebook Ads, ..

Get started today and take your efficiency to the next level!

Activating Semble Connect

1. Go to the “Connect” tab.

2. Click on "Connect" on the automations page.

Once the practice is connected, other users will be able to access Semble Connect.

Connect Your Apps

Semble Connect integrates with a wide range of applications, including popular tools such as Hubspot, Salesforce, Mailchimp and Slack, etc.. Here’s how to connect your apps: 

1. Go to the "Connections" tab in Semble Connect's landing page.

2. Click on "Create" and select "Connection".

3. Choose the app you would like to integrate.

4. Follow the prompts to authenticate your app and grant necessary permissions.

Create a Recipe

In Semble Connect, workflows are called "recipes". These recipes automate tasks by linking triggers, actions, and conditions. Here’s how to create one: 

1. Go to the "Recipes" tab in your Semble Connect dashboard.

2. Click on "Create" and select "Recipe".

3. Add the name of your recipe and the location.

4. Select a trigger for your recipe. 

5. Click on "+" under "Actions" and choose an action that will take place when the trigger occurs (e.g., checking for new bookings). 

6. (Optional) Start adding conditions by turning the toggle on.

7. (Optional) Add filters if they are available as part of your apps trigger.

6. Click "Save"

7. Test your recipe. 

Once you are happy with the recipe and have tested it end to end. You can set it to start. 

Starting and Stopping a Recipe

Before a recipe can automate a workflow, you need to set it to start. Once started, the recipe will run in the background and wait for the trigger that you defined when setting it up. When the trigger is activated, the steps in the recipe will run. 

1. Go to the relevant "Recipe" in your Semble Connect dashboard. 

2. Click on the green “Start Recipe” button 

3. If needed, you can stop the recipe by clicking on "Stop Recipe"

Monitor Your Recipes

When a recipe is running, it can be useful to monitor the automation tasks that have been performed. 

To do this, click on the relevant recipe and go to the "Jobs" tab to view its recent runs, success rates, and any errors. 

If a recipe encounters an error, you will see what went wrong and how to fix it. 

Version Control

Any user in a practice with the manager role can access Semble Connect and can view and edit recipes.

When making changes to a recipe, every time you save the recipe a version is created. It is possible to revert back to previous versions if more recent changes need to be rolled back. Versions are saved indefinitely. 

1. Go to the “Versions” tab of the relevant recipe.

2. Click on a version of the recipe: You can see all the steps in the recipe.

3. Click “Restore this version” to revert the recipe to a previous state or "Compare to current version" to compare the chosen recipe to the one you currently use.

Pre-built Connector Directory

Troubleshooting Common Issues in Semble Connect

While using the Semble Connect you might run into a few common issues. Below you will find some of the common issues and solutions.

• Recipe Not Triggering

• Action Not Executing

• Slow Performance

• Connection Errors

Recipe Not Triggering

If your recipe isn’t triggering as expected, there could be several reasons: 

• Check your trigger conditions: Ensure that the conditions for the trigger are correctly set up. 
• Verify app connections: Make sure the apps integrated with your recipe are properly connected and authenticated. 
• Inspect the logs: Look at the activity log for any error messages related to the trigger. 
• If the issue persists, try re-authenticating your app connection and re-saving your recipe. 

Action Not Executing

If an action in your recipe isn’t being executed: 

• Check app permissions: Make sure the app has the necessary permissions to perform the action. 
• Examine the action setup: Verify that the action is configured properly (e.g., selecting the correct fields or parameters). 
• Review error logs: Check for any errors in the activity log related to the action. 
• If everything looks good but the issue persists, try creating a new recipe with a similar action to isolate the issue. 

Slow Performance

If the Semble Connect is running slowly, consider these tips: 

• Optimise recipes: Simplify your recipes to remove unnecessary steps and actions. 
• Check your internet connection: Ensure that your connection is stable and fast. 
• Monitor recipe performance: Use the activity log to check how long individual steps take to complete. 

Connection Errors

Sometimes, you might encounter issues when connecting an app to Semble Connect: 

• Re-authenticate: Log out and log back in to the connector to refresh the connection. 
• Check app status: Verify that the app you’re connecting to is online and functional. 
• Try a different browser: Sometimes, browser-related issues can cause connectivity problems. Try switching to a different browser. 

If none of these steps help, you can contact support@semble.io team for further assistance.