Automate · Triggers & Actions

Turn every event
into the next action.

Connect what happens across your patient journeys, teams and systems to what should happen next — automatically.

The core idea

When something happens, MeloHealth knows what to do next.

Triggers detect an event. Conditions determine what should happen. Actions execute the next step.

Trigger

Appointment booked

Condition

New patient?

Action

Send a message

Trigger

Ticket raised

Condition

Priority?

Action

Assign a team

Trigger

Message received

Condition

No response yet?

Action

Create a task

From patient activity to system events, MeloHealth can turn the right signal into the right response.

Trigger sources

Start from whatever happens.

Not every automation begins with a patient message. MeloHealth can respond to events from your application, connected systems, APIs, webhooks, schedules and operational activity.

Trigger library

App events

Events your MeloHealth application raises as your teams work — a record created, a status moved, a ticket opened.

App event

Appointment created

MeloHealth

Trigger matched

Action

Start the workflow

  • Appointment created
  • Ticket raised
  • Ticket status changed
  • Patient registered
  • Lead created
  • Record updated

Events can come from anywhere. MeloHealth decides what happens next.

One event, many actions

One event can set everything else in motion.

A patient books an appointment. The confirmation, the notification, the record and the reminder all follow from that one event.

One event. Multiple coordinated responses.

Conditions, delays and escalations

Not every event needs the same response.

Some events need a decision, some need to wait, and some need somebody told when the expected thing does not happen.

Conditions

Choose the right path based on configured information.

  • New patient?
  • High priority?
  • Patient responded?
  • Department assigned?

Delays

Wait before taking the next action.

  • 24 hours after an appointment
  • 2 hours before
  • 3 days after discharge

Escalations

If the expected action does not happen, bring the right team into the process.

  • Create a task
  • Notify the team
  • Raise the priority

Execution

Every automation leaves a trail.

Automation should not become a black box. See which trigger fired, which conditions were evaluated and which actions were completed.

Trigger

Appointment created

Condition

New patient?

Action

Send the message

Complete
Automation run Complete
  1. Appointment created Trigger received
  2. New patient? Yes
    Matched on mobile number. No earlier record was found, so the new-patient path was taken.
  3. Confirmation message Sent
    WhatsApp · +91 ••••• 4821 Template appointment_confirm_v3
  4. Front desk notification Delivered
  5. Patient record Updated

View execution

Simple, then flexible

Start with a simple trigger. Add more control when you need it.

No-code

Choose the event, configure the rule and select the action. Most automations never need more than this.

Trigger

Choose the event

Action

Select what happens

Advanced

Extend the automation when the operation needs custom logic or external systems.

Trigger

The event

Condition

The rule to apply

Custom logic

Your own step

External

API or webhook

Common automations stay simple. Advanced use cases can connect to APIs, webhooks and custom logic.

In practice

From patient request to the right team.

An inpatient bay: a patient in bed, a consultant reviewing her chart on a tablet and a nurse alongside.
MeloHealthRoom 412 · Cardiology
Live

Patient

I need a nurse in my room.

MeloHealth

Your request has been raised.

Ticket
#4821
Team
Nursing
Status
Assigned

One patient message can trigger the right operational response.

FAQ

Frequently asked questions

What are Triggers & Actions?

Triggers detect events and actions define what MeloHealth should do when those events occur.

What can start a trigger?

Triggers can be based on supported app events, patient activity, record changes, API events, webhooks and scheduled or timed events.

Can one trigger perform multiple actions?

Yes. A single event can initiate multiple configured actions.

Can I add conditions?

Yes. Conditions can determine which path or action should execute based on configured information.

Can actions happen later?

Yes. Supported delays and scheduled events can be used when an action should happen at a specific time or after a defined period.

Can I connect APIs and webhooks?

Yes. APIs and webhooks can be used to bring events into MeloHealth or send configured actions to external systems.

Can I track automation activity?

Yes. Supported automations can provide execution information so teams can see what happened during a run.

Do I need coding knowledge?

No. Common automations can be configured visually. Advanced use cases can be extended with APIs, webhooks and custom logic.

When something happens, make the next step happen automatically.

Connect patient activity, operational events and external systems to the actions that keep your teams moving.

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