Zapier Integration

Zapier is an Integration Platform as a Service (IPaaS). Its purpose is to allow users to connect applications that are not already natively connected to each other. Whereas most API integrations require a direct and explicit connection to be made with the other application, Zapier provides a service in which both applications connect via Zapier, and through Zapier they can communicate. Zapier acts as a brokering service between other 3rd party applications, and its connectivity to other applications is entirely up to those other applications and Zapier. As a result, we can only directly support our connection to Zapier and not actual use cases of connecting with other 3rd party systems that may be also connected to Zapier, such as Hubspot and SalesForce.

Functionality

Currently, Ovation's integration is a one-way sync, from Zapier to Ovation, of provider account data. In this way, Ovation, through Zapier, can consume information from another system that is connected to Zapier. However, an outside system cannot consume changes made in Ovation. The intended use of the Zapier integration is that the 3rd party CRM acts as the system of record, and Ovation acts only as a consumer of the information that is principally maintained in the other system.

Three actions in the LIMS are able to be pushed to the LIMS by Zapier, they are:

Zapier Action		Description
Create/Update Provider Account		The registration of a new provider account or the changing of an existing provider accounts' metadata
Create/Update Contact		The registration of a new contact or the changing of an existing contact's metadata
Create/Update Provider Account Contact Provider Link		The creation or updating of a relationship between a Provider Account and a Contact

Examples

Ovation does not have explicit support for either of the examples below. Because Zapier and the nature of its connection with other applications cannot be guaranteed by Ovation, its important to recognize that the below examples are merely examples of how Zapier might be configured to be used to Ovation. For more details about how to configure Zaps, please see Zapier's Help Center.

Hubspot

In Hubspot, you may choose to sync your Company and Contacts records with Ovation's Provider Accounts and Contacts.

Hubspot Record		Ovation Record
Company		Provider Account
Contact		Contact

Company to Sales Account Mapping

Below is an example of how you may choose to map the different fields in the Company and Provider Account Records

Ovation Provder Account

Company

Account Name Company Name

External Identifier ID

Account Number

Street Address Street Address

City City

State State/Region

Zip Code Postal Code

Mailing Address

Mailing City

Mailing State

Mailing Zip Code

Primary Email

Primary Email

Phone Number

Fax Number

Mailing Country

Country Country/Region

Website URL Website URL

Hospital Number

Secondary Service Provider

Ovation Provder Account	Company
Account Name	Company Name
External Identifier	ID
Account Number
Street Address	Street Address
City	City
State	State/Region
Zip Code	Postal Code
Mailing Address
Mailing City
Mailing State
Mailing Zip Code
Primary Email
Primary Email
Phone Number
Fax Number
Mailing Country
Country	Country/Region
Website URL	Website URL
Hospital Number
Secondary Service Provider

Contact to Contact Mapping

OvationContact	Contact
External Identifier	ID
First Name	First Name
Last Name	Last Name
Office Phone Number
Cell Phone Number	Mobile Phone Number
Fax Number	Fax Number
Communication Preference
Email	Email
Sales Account External Identifier	Contact ID
Sales Account Name	Company Name

Salesforce

Below is an example of how you may choose to map the different fields in the Company and Provider Account Records

Provider Account to Account

Provider Account	Account
Account Name	Name
External Identifier	ID
Account Number
Street Address	Billing Address Street
City	Billing Address City
State	Billing Address State
Zip Code	Billing Address Postal Code
Mailing Address	Shipping Address Street
Mailing City	Shipping Address City
Mailing State	Shipping Address State
Mailing Zip Code	Shipping Address Postal Code
Primary Email
Primary Email
Phone Number
Fax Number
Mailing Country	Shipping Address Country
Country	Billing Country
Website URL	Website
Hospital Number
Secondary Service Provider

Contact to Contact

Ovation Contact	Contact
External Identifier	ID
First Name	First Name
Last Name	Last Name
Office Phone Number	Phone
Cell Phone Number
Fax Number	Fax
Communication Preference
Email	Email
Provider Account External Identifier	Account ID
Provider Account Name	Account ID