Agile CRM and HeroHealth integrations and automations

Seamlessly connect Agile CRM and HeroHealth. 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

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

Agile CRM
  • Create Object
    Create a Contact, Deal, Company, Task or Ticket in Agile CRM
  • Delete Object
    Delete a Contact, Deal, Company, Task or Ticket from Agile CRM
  • Get Object
    Get a Contact, Deal, Company, Task or Ticket from Agile CRM
  • Update Object
    Update a Contact, Deal, Company or Task in Agile CRM

    • Any other action you can think up

HeroHealth
  • Create Booking Link
    Create Booking Link in Hero health
  • Get appointment types
    Get appointment types in Hero health
  • Get Locations
    Get Locations in Hero health
  • Get Practioners
    Get Practioners in Hero health
  • Register Patient Pds
    Sends minimal patient information to Hero to allow us to trace a patient against the Spine and return their Hero patient_id. If not existing in Hero, the patient record will also be created for that practice group as part of this request.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation