When an Athenahealth appointment updates, sync the patient into GoHighLevel — update their contact or create a new one.

When a booking is created in Square, this workflow checks if the customer already exists in Tebra, creates or updates their patient record, and automatically schedules the corresponding appointment - no manual data entry required.

When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.

Whenever a new appointment is booked in Optimantra, this workflow instantly reserves the same time slot in your Jotform calendar - preventing double bookings automatically.

When a patient submits a Jotform, this workflow checks if they exist in AdvancedMD. It creates or updates their profile and schedules an appointment automatically - no manual entry needed.

A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.

When an appointment is created, rescheduled, or canceled in Athenahealth, this workflow automatically syncs it to Google Calendar, sends a confirmation email to the patient, and logs the activity in Google Sheets.

When a DrChrono appointment is updated, this workflow checks GoHighLevel for the matching patient and either tags the existing contact or creates a new one - keeping your CRM perfectly in sync.