Notify staff from Patient record to CRM

• Automate staff notifications based on patient record updates
• Integrate patient data seamlessly into CRM systems
• Enhance communication within healthcare teams
• Reduce manual data entry and errors in patient management

Webhook trigger initiates the workflow upon receiving a patient record Fetches patient data from a designated endpoint Sends the fetched data to a CRM system Handles errors by notifying the team via Slack

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the webhook URL to match your incoming data source
3. 3
   Set up the patient record endpoint in the Fetch data node
4. 4
   Update the CRM endpoint with your specific CRM URL
5. 5
   Test the workflow to ensure proper functionality