Do everything in one place
Customize your Epic and Zoho CRM 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
Zoho CRM
- New accountNew account in Zoho CRM
- New callNew call in Zoho CRM
- New caseNew case in Zoho CRM
- New contactNew contact in Zoho CRM
- New invoiceNew invoice in Zoho CRM
- New custom objectNew custom object in Zoho CRM
- New standard objectNew standard object in Zoho CRM
- New dealNew deal in Zoho CRM
- New vendorNew vendor in Zoho CRM
- New/updated custom objectNew/updated custom object in Zoho CRM
- New/updated standard objectNew/updated standard object in Zoho CRM
- New or updated accountNew or updated account in Zoho CRM
- New or updated callNew or updated call in Zoho CRM
- New or updated caseNew or updated case in Zoho CRM
- New or updated contactNew or updated contact in Zoho CRM
- New or updated leadNew or updated lead in Zoho CRM
- New or updated dealNew or updated deal in Zoho CRM
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
Zoho CRM
- Custom actionCustom action in Zoho CRM (Custom)
- Relate a member to campaignRelate a member to campaign in Zoho CRM
- Batch create custom objects BatchBatch create custom objects in Zoho CRM
- Batch create standard objects BatchBatch create standard objects in Zoho CRM
- Batch update custom objects BatchBatch update custom objects in Zoho CRM
- Batch update standard objects BatchBatch update standard objects in Zoho CRM
- Batch upsert custom objects BatchBatch upsert custom objects in Zoho CRM
- Batch upsert standard objects BatchBatch upsert standard objects in Zoho CRM
- Bulk create custom objectsBulk create custom objects in Zoho CRM
- Bulk create standard objectsBulk create standard objects in Zoho CRM
- Bulk update custom objectsBulk update custom objects in Zoho CRM
- Bulk update standard objectsBulk update standard objects in Zoho CRM
- Bulk upsert custom objectsBulk upsert custom objects in Zoho CRM
- Bulk upsert standard objectsBulk upsert standard objects in Zoho CRM
- Search records using COQL querySearch records using COQL query in Zoho CRM
- Create accountCreate account in Zoho CRM
- Create campaignCreate campaign in Zoho CRM
- Create contactCreate contact in Zoho CRM
- Create invoiceCreate invoice in Zoho CRM
- Create leadCreate lead in Zoho CRM
- Create dealCreate deal in Zoho CRM
- Create vendorCreate vendor in Zoho CRM
- Delete custom objectDelete custom object in Zoho CRM
- Delete standard objectDelete standard object in Zoho CRM
- Get lead by IDGet lead by ID in Zoho CRM
- Get object by IDGet object by ID in Zoho CRM
- Search accounts BatchSearch accounts in Zoho CRM
- Search campaigns BatchSearch campaigns in Zoho CRM
- Search contacts BatchSearch contacts in Zoho CRM
- Search invoiceSearch invoice in Zoho CRM
- Search leads BatchSearch leads in Zoho CRM
- Search custom objectsSearch custom objects in Zoho CRM
- Search standard objectsSearch standard objects in Zoho CRM
- Search deals BatchSearch deals in Zoho CRM
- Search products BatchSearch products in Zoho CRM
- Search vendors BatchSearch vendors in Zoho CRM
- Update accountUpdate account in Zoho CRM
- Update campaignUpdate campaign in Zoho CRM
- Update contactUpdate contact in Zoho CRM
- Update invoiceUpdate invoice in Zoho CRM
- Update leadUpdate lead in Zoho CRM
- Update dealUpdate deal in Zoho CRM
- Update vendorUpdate vendor in Zoho CRM
- Upsert custom objectUpsert custom object in Zoho CRM
- Upsert standard objectUpsert standard object in Zoho CRM
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work