Attio Custom record created to Genie Solutions Search Patient By Name

Attio
Genie Solutions

How this workflow works

Step 1

Custom record createdAttio

Fires instantly when a new custom record occurs in Attio.

Step 2

Search Patient By NameGenie Solutions

Searches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.

Attio

Custom record created

Attio

Trigger
Genie Solutions

Search Patient By Name

Genie Solutions

Action

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