Recently touched
- 2026-04-23 Analyse and report on issues submitted by the client Done
- 2026-04-06 After Large "Frozen" state in the automation, try to recover data - 2026 Part Backlog
- 2026-03-31 Reassess / restart the project Open
- 2026-03-28 Check Gabriel: Prepare the content for the reminder email. Frozen
- 2026-02-11 Check Possibility to low HS from Operations Hub Pro to lower version Done
What we built
- 01
Ivoris API Integration
Reverse-engineered and documented all relevant Ivoris API routes (patients, appointments, document entries, dentist chairs, locations)
- 02
Patient Sync
Ivoris patients → HubSpot Contacts, keyed on `ivoris_patient_id`, with create/update logic
- 03
Appointment Sync
Ivoris appointments → HubSpot Deals + HubSpot Appointments, with complex deal stage logic (Termin gebucht, Erstberatung, etc.)
- 04
Document Entry Sync
Ivoris DocumentEntries (treatment billing records) → HubSpot deal properties; calculated fields for revenue and treatment categories
- 05
Queue System
Custom queue-based processing architecture to handle high-volume syncs without overloading Ivoris or HubSpot APIs
- 06
Deal Deduplication
Six+ rounds of deduplication logic to prevent and resolve duplicate deal creation across concurrent sync runs
- 07
Data Migration
Bulk historical migration of patients, appointments, and document entries from Ivoris into HubSpot
- 08
Performance Dashboard
HubSpot reports replicating practice KPIs from existing Google Sheets spec
- 09
Ongoing Support
Weekly scenario monitoring, break recovery, new practice onboarding, appointment template management