How to set up a Cerbo trigger

This guide will walk you through configuring Cerbo trigger settings from dashboard

1. Login to Cerbo dashboard

Navigate to Admin, click Manage, then Integrations

Login to Cerbo dashboard

2. Click "Integrations"

Access the Integrations section.

Click 'Integrations'

3. Click General webhooks for third parties

Expand General webhooks for third parties

Click General webhooks for third parties

4. Click "+ Add Webhook Endpoint"

Add a new Webhook Endpoint.

Click '+ Add Webhook Endpoint'

5. Save and copy the webhook URL from the Generic trigger step

Select the indicated option.

6. Paste the webhook URL here

Paste the webhook URL

Paste the webhook URL here

7. Tick the desired such as Pt Created (Patient created)

Tick the desired such as Pt Created (Patient created)

Tick the desired such as Pt Created (Patient created)

8. Click "Add Endpoint"

 
Complete the process by adding the Endpoint.

Click 'Add Endpoint'

Testing the trigger 

To test the trigger, click on the Publish button in the workflow editor and initiate the event selected in Cerbo (ex. Patient Created). Once done, a green checkmark should appear at the upper right-hand side of the workflow editor.

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