PatientSource and Zoho Billing integrations and automations

Seamlessly connect PatientSource and Zoho Billing. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

PatientSource
  • New Patient
    New patient in PatientSource

    • Any other trigger you can think up

Zoho Billing
  • New Customer Real-time
    New customer in Zoho Billing
  • New Invoice Real-time
    New invoice in Zoho Billing
  • New Item Real-time
    New item in Zoho Billing
  • New Subscription Real-time
    New Subscription in Zoho Billing

    • 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

Zoho Billing
  • Create Customer
    Creates a new customer in Zoho Billing..
  • Create Invoice
    Creates a new invoice in Zoho Billing..
  • Create Item
    Creates a new item in Zoho Billing.
  • Create Subscription
    Creates a new Subscription in Zoho Billing..
  • Fetch Customer
    Fetches the details of customer by ID.
  • Fetch Invoice
    Fetches the details of invoice by ID.
  • Fetch Item
    Fetch the details of item by Id.
  • Fetch Subscription
    Fetches the details of Subscription by ID.
  • Search Customer
    Search the details of customer by Email/Display Name.
  • Search Invoice
    Search the details of Invoice by Invoice Number/Order Number.
  • Search Item
    Search the details of item by Name.
  • Search Subscription
    Search the details of Subscription by Subscription Number/Reference Number.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation