PatientSource and PlanGrid integrations and automations

Seamlessly connect PatientSource and PlanGrid. 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

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Triggers

When this happens…

PatientSource

New Patient
New patient in PatientSource

Any other trigger you can think up

PlanGrid

New object in PlanGrid
New object in PlanGrid
New or updated object in PlanGrid
New or updated object in PlanGrid

Any other trigger you can think up

Actions

Do this…

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

PlanGrid

Custom action
Custom action in PlanGrid (Custom)
Create object
Create object in PlanGrid
Download object
Download object in PlanGrid
Get object by ID
Get object in PlanGrid
Search objects Batch
Search objects in PlanGrid
Update object
Update object in PlanGrid
Upload object
Upload object in PlanGrid

Any other action you can think up

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