Opendental Action Automation For Workflows ‐ How to install workflow automation without Zapier

**OpenDental Action Automation for Workflows | Streamline Your Dental Practice Management**

Welcome to this step-by-step tutorial! In this video, we’ll show you how to set up **OpenDental Action Automation for Workflows**. This app integrates seamlessly with your workflows, allowing you to connect your OpenDental platform and execute actions directly from custom menu links.

### How to Set Up OpenDental Action Automation

1. **Install the OpenDental App**:
- Log in to your agency view and navigate to the **App Marketplace**.
- Search for "OpenDental," select the subaccount (e.g., Sub Account 1), and click **Install**.
- Allow the installation, choose your plan, and confirm.

2. **Create a Custom Menu Link**:
- Copy the custom menu link URL generated during installation.
- Switch back to the agency view and navigate to **Settings Custom Menu Links**.
- Select an icon, name your custom menu link (e.g., "My Tools"), and paste the URL.
- Assign access to specific users or accounts and save.

3. **Connect the App to OpenDental**:
- Switch to the subaccount where the app is installed.
- Locate the custom menu link (e.g., "GregApps") you created and find the OpenDental app under available apps.
- If the app isn’t already connected, click **Setup** and proceed.

4. **Enter Your OpenDental API Credentials**:
- Log in to your **OpenDental platform** and navigate to the **API Developer Setup** section.
- Scroll to the authorization section to find your developer key and customer key.
- Copy each key, switch back to the setup form, paste them, and submit.

5. **Start Automating with OpenDental Workflows**:
- Once the app is connected, you can execute actions directly from workflows, enhancing your dental practice management.

### Why Use OpenDental Action Automation for Workflows?
- **Seamless Integration**: Connect OpenDental to your workflows for efficient practice management.
- **Enhanced Productivity**: Automate routine tasks and streamline operations.
- **Time-Saving Features**: Simplify processes and focus on providing excellent patient care.

### Ready to Optimize Your Workflows?
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Take your dental practice management to the next level with **OpenDental Action Automation for Workflows** today.