Epic and Fleetio integrations and automations

Seamlessly connect Epic and Fleetio. 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…

Epic
  • New Patient
    Triggers when a new patient is added to a specified list.
  • New Procedure
    Triggers when a new procedure is added for a specific patient

    • Any other trigger you can think up

Fleetio
  • Fleetio webhook Real-time
    Triggers when selected Fleetio webhook events occur

    • Any other trigger you can think up

Actions

Do this…

Epic
  • Find Appointment
    Find appointment in system
  • Get Appointment
    Get Appointment in FHIR
  • Book Appointment
    Book Appointment in FHIR
  • Create DocumentReference
    Create DocumentReference in FHIR
  • Create a patient
    create a new patient
  • Create Questionnaire Response
    Create Questionnaire Response in FHIR
  • Get Immunization by ID
    Get Immunization in FHIR
  • Get Immunization Recommendation
    Get Immunization Recommendation in FHIR
  • Get Patient by ID
    Get Patient in FHIR
  • Search Immunization Recommendation
    Search Immunization Recommendation in FHIR
  • Search Immunizations
    Search Immunizations in FHIR
  • Get patient's medication history
    Get patient's medication history in Epic
  • Observation Search
    Observation Search in Epic
  • Observation Update
    Observation Update in Epic
  • Observation Create (Vitals)
    Observation Create (Vitals) in Epic
  • Match Patient
    Match patient in FHIR
  • Create Problem
    Create Problem in Epic
  • Read Service Request(Community Resource) (R4)
    Read Service Request in Epic
  • Read Task
    Read Task in Epic
  • Search for patient
    Search for patient with Date of birth and last name
  • Search Tasks
    Search Tasks in Epic

    • Any other action you can think up

Fleetio
  • Create Contact
    Create Contact in Fleetio
  • List Contacts
    List Contacts in Fleetio
  • Retrieve Contact
    Retrieve Contact in Fleetio
  • Update Contact.
    Update Contact. in Fleetio
  • Create Assignment
    Create Assignment in Fleetio
  • Retrieve Assignment
    Retrieve Assignment in Fleetio
  • Unassign Assignment
    Unassign Assignment in Fleetio
  • Create Equipment
    Create Equipment in Fleetio
  • List Equipment
    List Equipment in Fleetio
  • Retrieve Equipment
    Retrieve Equipment in Fleetio
  • Update Equipment
    Update Equipment in Fleetio
  • Create Inventory Journal Entry
    Create Inventory Journal Entry in Fleetio
  • Retrieve Inventory Journal Entry
    Retrieve Inventory Journal Entry in Fleetio
  • Create Part
    Create Part in Fleetio
  • List Parts
    List Parts in Fleetio
  • Update Part
    Update Part in Fleetio
  • Create Purchase Orders
    Create Purchase Orders in Fleetio
  • List Purchase Orders
    List Purchase Orders in Fleetio
  • Retrieve Purchase Order
    Retrieve Purchase Order in Fleetio
  • Update Purchase Order
    Update Purchase Order in Fleetio
  • Create Service Entry
    Create Service Entry in Fleetio
  • List Service Entries
    List Service Entries in Fleetio
  • Retrieve Service Entry
    Retrieve Service Entry in Fleetio
  • Update Service Entry
    Update Service Entry in Fleetio
  • Create Vehicle Assignment
    Create Vehicle Assignment in Fleetio
  • List Vehicle Assignments
    List Vehicle Assignments in Fleetio
  • Retrieve Vehicle Assignment
    Retrieve Vehicle Assignment in Fleetio
  • Unassign Vehicle Assignment
    Unassign Vehicle Assignment in Fleetio
  • Create Vehicle
    Create Vehicle in Fleetio
  • List Vehicles
    List Vehicles in Fleetio
  • Retrieve Vehicle
    Retrieve Vehicle in Fleetio
  • Update Vehicle
    Update Vehicle in Fleetio
  • Create Vendor
    Create Vendor in Fleetio
  • List Vendors
    List Vendors in Fleetio
  • Retrieve Vendor
    Retrieve Vendor in Fleetio
  • Update Vendor
    Update Vendor in Fleetio
  • List Work Orders
    List Work Orders in Fleetio
  • Retrieve Work Order
    Retrieve Work Order in Fleetio
  • Update Work Order
    Update Work Order in Fleetio

    • Any other action you can think up

One platform

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  • Speed
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