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Explore
Business Processes
Sequence
Sequence
Business Process
sequence.id
Group
sourcePlatform
sourceActor
targetPlatform
targetActor
description
Discard
parentTrigger
mermaid
mermaidRect
rank
Patient Record Maintenance
13
s.1
A
Ambassador
Zoho CRM
New Contact
rect rgb(225,225,225)a.3-->>p.1:New Contact
rect
1
s.2
A
Ambassador
Zoho CRM
New Quote for Contact
a.3-->>p.1:New Quote for Contact
2
s.3
A
Ambassador
Zoho CRM
Convert Quote to Sales Order
a.3-->>p.1:Convert Quote to Sales Orderend
end
3
s.5
B
Zoho CRM
QuickBooks Onine
WebHook: Instantiate as Customer
rect rgb(225,225,225)p.1->>p.2:WebHook: Instantiate as Customer
rect
4
s.23
B
QuickBooks Onine
Zoho CRM
Update Foreign ID
p.2->>p.1:Update Foreign ID
5
s.6
B
Zoho CRM
DentalTap
WebHook: Instantiate as Patient
p.1->>p.3:WebHook: Instantiate as Patient
6
s.24
B
DentalTap
Zoho CRM
Update Foreign ID
p.3->>p.1:Update Foreign IDend
end
7
s.10
C
Ambassador
Zoho CRM
Update Contact Details
rect rgb(225,225,225)a.3-->>p.1:Update Contact Details
rect
8
s.12
C
Zoho CRM
QuickBooks Onine
WebHook: Update Customer Details
p.1->>p.2:WebHook: Update Customer Details
9
s.13
C
Zoho CRM
DentalTap
WebHook: Update Patient Details
p.1->>p.3:WebHook: Update Patient Detailsend
end
10
s.7
D
Ambassador
DentalTap
Create/Update Patient
rect rgb(250,225,225)a.3--xp.3:Create/Update Patient
rect
11
s.8
D
Dental Assistant
DentalTap
Create/Update Patient
a.2--xp.3:Create/Update Patient
12
s.9
D
Dental Surgeon
DentalTap
Create/Update Patient
a.1--xp.3:Create/Update Patientend
end
13
Dental Profiles Maintenance
1
s.14
Dental Surgeon
DentalTap
Update Patient Dental Profile
a.1-->>p.3:Update Patient Dental Profile
1
Treatment Catalog
7
s.15
A
Marketing
Zoho CRM
Set {Product}.{Famille} to ‘C32’
rect rgb(225,225,225)a.4-->>p.1:Set {Product}.{Famille} to ‘C32’
rect
1
s.17
A
Zoho CRM
DentalTap
WebHook: Instantiate Treatment
p.1->>p.3:WebHook: Instantiate Treatment
2
s.22
A
DentalTap
Zoho CRM
Update Foreign ID
p.3->>p.1:Update Foreign IDend
end
3
s.20
B
Marketing
Zoho CRM
Update Product
rect rgb(225,225,225)a.4-->>p.1:Update Product
rect
4
s.21
B
Zoho CRM
DentalTap
WebHook: Update Treatment
p.1->>p.3:WebHook: Update Treatmentend
end
5
s.18
C
Dental Assistant
DentalTap
Create/Update Treatment
rect rgb(250,225,225)a.2--xp.3:Create/Update Treatment
rect
6
s.19
C
Dental Surgeon
DentalTap
Create/Update Treatment
a.1--xp.3:Create/Update Treatmentend
end
7
Walk-In Appointments
23
s.28
A
Contact
Ambassador
Appointment Request
rect rgb(225,225,225)a.5-->>a.3:Appointment Request
rect
1
s.29
A
Ambassador
Zoho CRM
New Contact
a.3-->>p.1:New Contact
2
s.30
A
Ambassador
Zoho CRM
New Appointment for Surgeon X
a.3-->>p.1:New Appointment for Surgeon X
3
s.31
A
Zoho CRM
Google Calendar
Sync Meeting for Surgeon X
p.1->>p.4:Sync Meeting for Surgeon X
4
s.32
A
Zoho CRM
DentalTap
Book Appointment for Surgeon X
p.1->>p.3:Book Appointment for Surgeon X
5
s.33
A
Zoho CRM
Zoho CRM
New Affaire
p.1->>p.1:New Affaire
6
s.37
A
Zoho CRM
Zoho CRM
New Sales Order for Consultation
p.1->>p.1:New Sales Order for Consultationend
end
7
s.34
B
Dental Surgeon
Contact
Perform Treatment
rect rgb(225,225,225)a.1-->>a.5:Perform Treatment
rect
8
s.60
B
Dental Surgeon
DentalTap
Document Treatment
a.1-->>p.3:Document Treatment
9
s.35
B
DentalTap
Zoho Flow
WebHook: transform Treatment Activity to CRM
p.3->>p.5:WebHook: transform Treatment Activity to CRM
10
s.36
B
Zoho Flow
Zoho CRM
WebHook: transform Treatment Activity to CRM
p.5->>p.1:WebHook: transform Treatment Activity to CRM
11
s.39
B
Zoho CRM
Zoho CRM
Add treatment items to Sales Order
p.1->>p.1:Add treatment items to Sales Orderend
end
12
s.44
C
Dental Surgeon
DentalTap
Prepare Treatment Plan
rect rgb(225,225,225)a.1-->>p.3:Prepare Treatment Plan
rect
13
s.45
C
DentalTap
Zoho Flow
WebHook: transform Treatment Plan to CRM
p.3->>p.5:WebHook: transform Treatment Plan to CRM
14
s.46
C
Zoho Flow
Zoho CRM
WebHook: transform Treatment Plan to CRM
p.5->>p.1:WebHook: transform Treatment Plan to CRM
15
s.47
C
Zoho CRM
Zoho CRM
Create/Update Treatement Quote
p.1->>p.1:Create/Update Treatement Quote
16
s.61
C
Ambassador
Zoho CRM
Generate Treatment Proposal Document
a.3-->>p.1:Generate Treatment Proposal Document
17
s.62
C
Ambassador
Contact
Provide Treatment Proposal Document
a.3-->>a.5:Provide Treatment Proposal Documentend
end
18
s.40
D
Ambassador
Zoho CRM
Convert Sales Order to Invoice
rect rgb(225,225,225)a.3-->>p.1:Convert Sales Order to Invoice
rect
19
s.41
D
Zoho CRM
QuickBooks Onine
Instantiate Invoice
p.1->>p.2:Instantiate Invoice
20
s.43
D
QuickBooks Onine
Zoho CRM
Update Foreign ID
p.2->>p.1:Update Foreign ID
21
s.63
D
Ambassador
Zoho CRM
Output Invoice Document
a.3-->>p.1:Output Invoice Document
22
s.64
D
Ambassador
Contact
Provide Invoice Document
a.3-->>a.5:Provide Invoice Documentend
end
23
Intervention Appointment Confirmation
5
s.48
A
Contact
Ambassador
Proposal Confirmation
rect rgb(225,225,225)a.5-->>a.3:Proposal Confirmation
rect
1
s.49
A
Ambassador
Zoho CRM
Convert Quote to Sales Order
a.3-->>p.1:Convert Quote to Sales Order
2
s.65
Ambassador
Zoho CRM
New Appointment for Surgeon X
a.3-->>p.1:New Appointment for Surgeon X
3
s.50
A
Zoho CRM
Google Calendar
Sync Meeting for Surgeon X
p.1->>p.4:Sync Meeting for Surgeon X
4
s.51
A
Zoho CRM
DentalTap
Book Appointment for Surgeon X
p.1->>p.3:Book Appointment for Surgeon Xend
end
5
Surgery Intervention
10
s.66
A
Dental Surgeon
Contact
Perform Dental Surgery
rect rgb(225,225,225)a.1-->>a.5:Perform Dental Surgery
rect
1
s.53
A
Dental Surgeon
DentalTap
Document Surgery
a.1-->>p.3:Document Surgery
2
s.54
A
DentalTap
Zoho Flow
WebHook: transform Treatment Activity to CRM
p.3->>p.5:WebHook: transform Treatment Activity to CRM
3
s.55
A
Zoho Flow
Zoho CRM
WebHook: transform Treatment Activity to CRM
p.5->>p.1:WebHook: transform Treatment Activity to CRM
4
s.56
A
Zoho CRM
Zoho CRM
Add treatment items to Sales Order
p.1->>p.1:Add treatment items to Sales Orderend
end
5
s.57
B
Ambassador
Zoho CRM
Convert Sales Order to Invoice
rect rgb(225,225,225)a.3-->>p.1:Convert Sales Order to Invoice
rect
6
s.58
B
Zoho CRM
QuickBooks Onine
Instantiate Invoice
p.1->>p.2:Instantiate Invoice
7
s.59
B
QuickBooks Onine
Zoho CRM
Update Foreign ID
p.2->>p.1:Update Foreign IDend
end
8
s.67
C
Ambassador
Zoho CRM
Output Invoice Document
rect rgb(225,225,225)a.3-->>p.1:Output Invoice Document
rect
9
s.68
C
Ambassador
Contact
Provide Invoice Document
a.3-->>a.5:Provide Invoice Documentend
end
10
Treatment Plans
2
s.25
A
Dental Surgeon
DentalTap
Treatment Plan Update
rect rgb(225,225,225)a.1-->>p.3:Treatment Plan Update
rect
1
s.26
A
DentalTap
Zoho CRM
WebHook: Create/Update Quote
p.3->>p.1:WebHook: Create/Update Quoteend
end
2
Quote Processing
0
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