PatientSource and Zoho Desk integrations and automations

Seamlessly connect PatientSource and Zoho Desk. 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 Desk
  • New event Real-time
    New object event in Zoho Desk
  • New/updated record
    New/update object event in Zoho Desk
  • New/updated record Batch
    New/update object event in Zoho Desk

    • 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 Desk
  • Add comment
    Add object comment in Zoho Desk
  • Close tickets
    Close multiple tickets in Zoho Desk
  • Create record
    Create record in Zoho Desk
  • Custom action
    Custom action in Zoho Desk
  • Delete record(s)
    Delete record(s) in Zoho Desk
  • Get record details by ID
    Get record details in Zoho Desk
  • List records
    List records in Zoho Desk
  • Mark/unmark object as spam
    Mark object as spam in Zoho Desk
  • Search records
    Search records in Zoho Desk
  • Update record
    Update record in Zoho Desk

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation