Namely and PatientSource integrations and automations

Seamlessly connect Namely and PatientSource. 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

Build Powerful Workflows, fast

Triggers

When this happens…

Namely

New event
New event in Namely
New employee profile
New employee profile in Namely
New/updated employee profile
New or updated employee profile in Namely

Any other trigger you can think up

PatientSource

New Patient
New patient in PatientSource

Any other trigger you can think up

Actions

Do this…

Namely

Custom action
Custom action in Namely (Custom)
Create status post
Post new status on Namely
Get employee profile details by ID
Get employee profile details in Namely
Post comment
Post comment in Namely
Search people profiles Batch
Search people profiles in Namely
Update people profile
Update people profile in Namely

Any other action you can think up

PatientSource

Custom action
Custom action in (Custom)
Create Admission
Create Admission in Patient source
Create a new Case Note
Create a new Case Note in Patient source
Create Observation
Create Observation in Patient source
Create A New Patient
Create A New Patient in Patient source
Delete an Admission
Delete an Admission in Patient source
Delete Patient
Delete Patient in Patient source
Retrieve a list of note type entries
Retrieve a list of note type entries in Patient source
Get Patient
Get Patient in Patient source
Get Patients List
Get Patients List in Patient source
Update Admission
Update Admission in Patient source
Update Patient Details
Update Patient Details in Patient source

Any other action you can think up

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