PatientSource and Workflow Max integrations and automations

Seamlessly connect PatientSource and Workflow Max. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

PatientSource
  • New Patient
    New patient in PatientSource

    • Any other trigger you can think up

Actions

Do this…

PatientSource
  • Custom action
    Custom action in (Custom)
  • Create Admission
    Create Admission in Patient source
  • Create a new Case Note
    Create a new Case Note in Patient source
  • Create Observation
    Create Observation in Patient source
  • Create A New Patient
    Create A New Patient in Patient source
  • Delete an Admission
    Delete an Admission in Patient source
  • Delete Patient
    Delete Patient in Patient source
  • Retrieve a list of note type entries
    Retrieve a list of note type entries in Patient source
  • Get Patient
    Get Patient in Patient source
  • Get Patients List
    Get Patients List in Patient source
  • Update Admission
    Update Admission in Patient source
  • Update Patient Details
    Update Patient Details in Patient source

    • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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