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Zanda Health Integration

Practice management platform for allied health professionals, offering appointment scheduling, client records, invoicing, and payments. Connect Zanda Health support activity to workflows that keep customer records and internal teams synchronized. Start with Watch Appointments, then trigger Get Appointment or Get Billable Item as issues move forward.
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  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Zanda Health integration

Triggers can detect changes in Zanda Health and run actions that can create, search or modify data inside Zanda Health automatically [3] — exactly how you set them.

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    Watch AppointmentsTriggers when new or updated appointments are detected.
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    Watch BillablesTriggers when new or updated billable items are detected.
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    Watch Client ProfilesTriggers when new or updated client profiles are detected.
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    Watch Custom CategoriesTriggers when new or updated custom categories are detected.
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    Watch Custom StatusesTriggers when new or updated custom statuses are detected.
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    Watch Gender IdentitiesTriggers when new or updated gender identity options are detected.
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    Watch GendersTriggers when new or updated gender options are detected.
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    Watch InsurersTriggers when new or updated insurer records are detected.
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    Watch InvoicesTriggers when new or updated invoices are detected.
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    Watch LocationsTriggers when new or updated practice locations are detected.
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    Watch Payment MethodsTriggers when new or updated payment methods are detected.
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    Watch PaymentsTriggers when new or updated payment records are detected.
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    Watch PractitionersTriggers when new or updated practitioner records are detected.
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    Watch ReferralsTriggers when new or updated referral records are detected.
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    Watch Sex OptionsTriggers when new or updated sex options are detected.
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    Get AppointmentRetrieves a single appointment by its ID.
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    Get Billable ItemRetrieves a single billable item by its ID.
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    Get Client Primary PractitionerRetrieves the primary practitioner assigned to a given client.
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    Get Client ProfileRetrieves a client's full profile by their ID.
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    Get Custom CategoryRetrieves a single custom category by its ID.

How to integrate Zanda Health in automation workflow?

3 simple steps to make your Zanda Health connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Zanda Health connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Zanda Health app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Zanda Health supports.

The following table illustrates what fields Zanda Health integration require during authorization flow inside our workflow builder [4].

Demonstration of Zanda Health connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
API KeyRequired
password

Your API key. Generate it from Tools>Zanda API Key in your account. Copy it immediately — it won't be shown again after closing the window.

RegionRequired
select

Select the region that matches your account.

Connect Zanda Health to popular apps on WEXTL

Enter a name of the other app you want to sync with Zanda Health below. Click on selected app to explore integration options with Zanda Health. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Zanda Health integration

Select Watch Custom Categories trigger from Zanda Health - this will be a starting point in your automation. Whenever event happens in Zanda Health, workflow will start [7] from Watch Custom Categories node.

Search for Get Custom Category, connect it as the next step of integration sequence. You can use filters between Watch Custom Categories and Get Custom Category, so only important data pass from Watch Custom Categories to the next step. WEXTL gives you full control over the process of Zanda Health automation. All parts of workflow are visible on the canvas [4].

Zanda Health on WEXTL has 47 modules for crafting support automations. Explore Zanda Health documentation for more.

Video slide demonstrates how Watch Custom Categories and Get Custom Category nodes are used in Zanda Health workflow.

Video slide demonstrates how Watch Custom Categories and Get Custom Category [6] nodes are used in Zanda Health workflow.

Frequently asked questions

Common questions about automating Zanda Health in your workflows.

Try Zanda Health on WEXTL®

Claim your 3-day trial to build Zanda Health integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Zanda Health integration.

  1. Zanda Health integration source code, module specs and credentials implementation.
  2. Internal Zanda Health integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Zanda Health vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Zanda Health App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation