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c32
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Mermaid
Business Processes
Sequence
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Sequence
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Sequence
Sequence
Sequence
Business Process
sequence.id
Group
sourcePlatform
sourceActor
targetPlatform
targetActor
description
Discard
parentTrigger
mermaid
mermaidRect
rank
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 Order
end
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 ID
end
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 Details
end
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 Patient
end
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 ID
end
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 Treatment
end
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 Treatment
end
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 Consultation
end
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 Order
end
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 Document
end
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 Document
end
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 X
end
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 Order
end
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 ID
end
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 Document
end
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 Quote
end
end
2
Quote Processing
0
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