Epic and Zoho PDF Editor integration | Workato

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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

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 PDF Editor

Check PDF Job Status
Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
Delete Pages from PDF
Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
Extract Pages from PDF
Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
Insert Image Watermark into PDF
Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
Insert Images in PDF
Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
Insert Page Numbers into PDF
Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
Insert Pages from Another PDF
Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
Insert Text Watermark into PDF
Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
Protect PDF with Password
Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
Replace Pages in PDF
Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
Rotate Pages in PDF
Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
Split PDF
Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

Any other action you can think up

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