Epic and Zoho Billing integrations and automations

Seamlessly connect Epic and Zoho Billing. 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

Zoho Billing
  • New Customer Real-time
    New customer in Zoho Billing
  • New Invoice Real-time
    New invoice in Zoho Billing
  • New Item Real-time
    New item in Zoho Billing
  • New Subscription Real-time
    New Subscription in Zoho Billing

    • 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

Zoho Billing
  • Create Customer
    Creates a new customer in Zoho Billing..
  • Create Invoice
    Creates a new invoice in Zoho Billing..
  • Create Item
    Creates a new item in Zoho Billing.
  • Create Subscription
    Creates a new Subscription in Zoho Billing..
  • Fetch Customer
    Fetches the details of customer by ID.
  • Fetch Invoice
    Fetches the details of invoice by ID.
  • Fetch Item
    Fetch the details of item by Id.
  • Fetch Subscription
    Fetches the details of Subscription by ID.
  • Search Customer
    Search the details of customer by Email/Display Name.
  • Search Invoice
    Search the details of Invoice by Invoice Number/Order Number.
  • Search Item
    Search the details of item by Name.
  • Search Subscription
    Search the details of Subscription by Subscription Number/Reference Number.

    • Any other action you can think up

One platform

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  • Speed
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