Schedule appointment from Patient record to CRM

• Automate appointment scheduling for healthcare providers
• Integrate patient records with CRM systems for better management
• Reduce manual data entry errors in appointment scheduling

Trigger the workflow with incoming patient record data via webhook Fetch patient information from the designated source Send the retrieved patient data to the CRM for appointment management Handle errors by sending notifications to a designated Slack channel

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the webhook URL to receive patient data
3. 3
   Set up the HTTP request parameters for fetching patient records
4. 4
   Define the CRM endpoint for sending appointment data
5. 5
   Customize the Slack notification settings for error handling