How to integrate PatientNow appointments to GHL

Hey ​@Rhea Redondo,

It really depends on the API endpoint and if they also offer Webhooks. But you would want to query their API endpoints using custom request in Webhooks in Zapier. Here is heplful article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps

 

After getting the appointment details, you can use Leadconnector actions to sync to GHL. Here is a link for Leadconnector actions/ triggers- https://zapier.com/apps/leadconnector/integrations. This is a sample flow as workflows are  usually personalized to user’s needs. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

They only provide the API Key, Username, and Password. Should I get the API endpoint URL from them too?

Hey ​@Rhea Redondo,

It really depends on the API endpoint and if they also offer Webhooks. But you would want to query their API endpoints using custom request in Webhooks in Zapier. Here is heplful article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps

 

After getting the appointment details, you can use Leadconnector actions to sync to GHL. Here is a link for Leadconnector actions/ triggers- https://zapier.com/apps/leadconnector/integrations. This is a sample flow as workflows are  usually personalized to user’s needs. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

They only provide the API Key, Username, and Password. Should I get the API endpoint URL from them too?

Hey ​@Rhea Redondo,

Yes you would need the API documentation to see all the endpoints. After that you have to go through the documentation to see if it can achieve your desired workflow and understand the documentation to query it correctly.

Alternatively, if it allows to sync your appointments to Google calendar, you can also use that as an intermediary to sync to GoHighLevel. Here is the link for Google Calendar triggers/ actions in Zaper- https://zapier.com/apps/google-calendar/integrations. Some of the useful triggers for your usecase are New or Updated Event trigger and Cancelled Event trigger.
 

Hope it helps!

​@Rhea Redondo I used python code to get my licence purchase sales into GHL. Python was just easier than a webhook block, due to how I wanted to search and get data into GHL. People seem to be so against code but it was the best option for me.
 

GHL API documentation is good and chaptGPT can be very helpful even writing the code, if you ensure you tell it you’re using Zapier and only use the standard library and requests.

If you can get the data out of PatientNow it will be easy to add to GHL. 

Best of luck
Badger

Hey ​@Rhea Redondo, just checking in! Did Sparsh’s and Badger’s replies help you to get this sorted? 

Keep us posted on your progress, happy to lend a hand if you’re still stuck at all 🙂