Outreach and PatientSource integrations and automations

Seamlessly connect Outreach 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach

    • Any other trigger you can think up

PatientSource
  • New Patient
    New patient in PatientSource

    • Any other trigger you can think up

Actions

Do this…

Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence Batch
    Get steps in a sequence in Outreach
  • Search records Batch
    Search records in Outreach
  • Update record
    Update record in Outreach

    • 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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