In this lesson you’ll learn:
- What a workflow is
- What triggers and actions are
- What a workflow run is
Workflow
A workflow is a series of steps between two or more apps that automates a specific task. It always starts with a trigger and includes one or more actions.
When your workflow is published, it executes these actions each time the specified trigger event occurs.
Examples
- Log patient data from forms to EHR (Electronic Health Records)
- Notify doctors of new patient appointments via email.
- Track patient data in CRM after filling in a form
- Automatically notify patients of upcoming appointments
Trigger
A trigger is what kicks off a Workflow. You can think of it like the starting signal. This is usually a change or update in an external app such as a new form submission or patient info being updated in your CRM.
Examples
- A patient filled out an intake form
- A new lab result is posted
- A patient scheduled an appointment
Action
Action is a task that is executed automatically in response to a trigger. A workflow can have many steps.
Examples
- Create a new patient info to an EHR system
- Send an email reminder to a patient
- Notify doctors about new lab results via email
Workflow run
A workflow run in Keragon refers to a single execution of a workflow. Regardless of the number of steps within the workflow, whether it includes one step or 100 steps, each execution counts as a single run.