Do everything in one place
Customize your Epic and HubSpot integration with the following
triggers and actions.
Triggers
When this happens…
Epic
- New PatientTriggers when a new patient is added to a specified list.
- New ProcedureTriggers when a new procedure is added for a specific patient
Any other trigger you can think up
HubSpot
- New contact in contact listNew contact added to a contact list in HubSpot
- New form submissionNew form submission in Hubspot
- New recordNew record in HubSpot
- New records BatchNew records in HubSpot
- New/updated recordNew/updated record in HubSpot
- New/updated records BatchNew/updated records in HubSpot
Any other trigger you can think up
Actions
Do this…
Epic
- Find AppointmentFind appointment in system
- Get AppointmentGet Appointment in FHIR
- Book AppointmentBook Appointment in FHIR
- Create DocumentReferenceCreate DocumentReference in FHIR
- Create a patientcreate a new patient
- Create Questionnaire ResponseCreate Questionnaire Response in FHIR
- Get Immunization by IDGet Immunization in FHIR
- Get Immunization RecommendationGet Immunization Recommendation in FHIR
- Get Patient by IDGet Patient in FHIR
- Search Immunization RecommendationSearch Immunization Recommendation in FHIR
- Search ImmunizationsSearch Immunizations in FHIR
- Get patient's medication historyGet patient's medication history in Epic
- Observation SearchObservation Search in Epic
- Observation UpdateObservation Update in Epic
- Observation Create (Vitals)Observation Create (Vitals) in Epic
- Match PatientMatch patient in FHIR
- Create ProblemCreate Problem in Epic
- Read Service Request(Community Resource) (R4)Read Service Request in Epic
- Read TaskRead Task in Epic
- Search for patientSearch for patient with Date of birth and last name
- Search TasksSearch Tasks in Epic
Any other action you can think up
HubSpot
- Custom actionCustom action in HubSpot (Custom)
- Add contact to listAdd contact to list in HubSpot
- Add contact to workflowContact added to workflow in Hubspot
- Associate recordsAssociate records in HubSpot
- Associate records BatchAssociate records in HubSpot
- Import CRM DataBulk import in Hubspot
- Create engagementCreate engagement in HubSpot
- Create recordCreate a record in HubSpot
- Create records BatchCreate records in HubSpot
- Delete associations BatchDelete associations in HubSpot
- Delete contactDelete contact in HubSpot
- Export object dataExport contents as a file from Hubspot
- Get associations BatchGet associations in HubSpot
- Get contacts associated with a company BatchGet all contacts in a Company in HubSpot
- Get contacts in contact list BatchGet all contacts in HubSpot
- Get owner details by IDGet owner details by ID from HubSpot
- Get recordGet record in HubSpot
- List associations BatchList associations in HubSpot
- Remove contact from contact list BatchContact removed all contacts in HubSpot
- Search pipeline stages BatchSearch pipeline stages in HubSpot
- Search record BatchSearch record in HubSpot
- Update recordUpdate a record in HubSpot
- Update records BatchUpdate records in HubSpot
Any other action you can think up
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