CloudBlue Marketplace and PatientSource integrations and automations

Seamlessly connect CloudBlue Marketplace and PatientSource. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

CloudBlue Marketplace
  • New or Updated customer
    New customer in CloudBlue Commerce
  • New or Updated customer user
    New or Updated customer user
  • New or Updated Service Plan Category
    New or Updated Service Plan Category
  • New or Updated Service Plan
    New or Updated Service Plan
  • New or Updated order
    New or Updated order in CloudBlue Commerce
  • New or Updated subscription
    New or Updated subscription in CloudBlue Commerce

    • Any other trigger you can think up

PatientSource
  • New Patient
    New patient in PatientSource

    • Any other trigger you can think up

Actions

Do this…

CloudBlue Marketplace
  • Cancel Order
    Cancel Order on Commerce
  • Change Subscription State
    Change Subscription state on Commerce
  • Create Change Order
    Create Change Order
  • Create Customer Account
    Change Create Customer on Commerce
  • Create Customer User
    Change Create Customer on Commerce
  • Create New Sales Order
    Change Create Sales Order on Commerce
  • Custom action
    Custom action in CloudBlue Commerce
  • Delete Customer User
    Change Create Customer on Commerce
  • Release Order Payment Document
    Action for releasing order payment document on Commerce by Payment ID
  • Renew Order
    Renew Order on Commerce
  • Search for Customer
    Action for searching customers on Commerce by Customer ID
  • Search for Customer Payment Methods
    Action for searching customer payment methods on Commerce by Customer Account ID or Customer APS ID
  • Search for Customer User
    Search for Customer User
  • Search for Order
    Search for Order
  • Search for Subscription service information
    Search for Subscription service information placeholder
  • Search for Service Plan Details
    Action for searching service plan details on Commerce by service plan ID or service plan APS ID
  • Search for Subscription
    Search for Subscription
  • Update Customer Account
    Change Update Customer on Commerce
  • Update Customer User
    Change Update Customer on Commerce

    • Any other action you can think up

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

One platform

  • Power
  • Agility
  • Speed
  • Innovation