Do everything in one place

Customize your Epic and Marketo integration with the following triggers and actions.

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

Marketo
  • Export new leads in Marketo
    Export new leads in Marketo
  • Export new/updated leads in Marketo
    Export new/updated leads in Marketo
  • Monitor leads added to list Batch
    Monitor leads added to list in Marketo
  • New lead activity Batch
    New lead activity in Marketo
  • New lead in list
    New lead in list in Marketo
  • New Marketo Self Service Flow Step Real-time
    New Marketo Self Service Flow Step in Marketo
  • New/updated lead Batch
    New/updated lead in Marketo
  • New/updated lead
    New/updated lead in Marketo
  • 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

Marketo
  • Custom action
    Custom action in Marketo (Custom)
  • Activate smart campaign
    Activate smart campaign in Marketo
  • Add custom activity Batch
    Add custom activity in Marketo
  • Add leads to lead list Batch
    Add leads to lead list in Marketo
  • Bulk export objects to file
    Export objects in bulk in Marketo
  • Bulk import objects from file
    Bulk import objects to Marketo from file
  • Change lead program status Batch
    Change lead program status in Marketo
  • Clone object
    Clone object in Marketo
  • Create object
    Create object in Marketo
  • Get objects
    Get objects in Marketo
  • Remove leads from lead list
    Remove leads from lead list in Marketo
  • Return data to Marketo Self Service Flow Step
    Return data to Marketo Self Service Flow Step in Marketo
  • Schedule campaign or smart campaign
    Schedule campaign or smart campaign in Marketo
  • Search objects Batch
    Search object in Marketo
  • Submit form
    Submit form in Marketo
  • Trigger campaign or smart campaign for specific leads
    Trigger campaign or smart campaign in Marketo
  • Update object
    Update object in Marketo
  • Upsert custom objects Batch
    Upsert custom objects in Marketo
  • Create/update/upsert leads Batch
    Create/update/upsert leads in Marketo
  • Upsert object
    Upsert object in Marketo
  • Upsert tokens
    Upsert tokens in Marketo
  • Any other action you can think up

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