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How to Integrate Retool with Zocdoc

Connect Retool to Zocdoc's provider API via a REST API Resource to build a practice management dashboard for healthcare providers. Authenticate using Zocdoc's partner API credentials, then query appointment schedules, patient reviews, and availability data to create an internal panel that gives front-desk and operations staff full visibility without requiring full Zocdoc portal access.

What you'll learn

  • How to obtain Zocdoc partner API credentials and understand the API's access limitations
  • How to configure a Zocdoc REST API Resource in Retool with Bearer token authentication
  • How to query Zocdoc's appointment and availability endpoints for practice management data
  • How to build a patient booking dashboard that combines Zocdoc data with internal practice records
  • How to handle HIPAA-relevant considerations when building healthcare data dashboards in Retool
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Intermediate19 min read30 minutesOtherLast updated April 2026RapidDev Engineering Team
TL;DR

Connect Retool to Zocdoc's provider API via a REST API Resource to build a practice management dashboard for healthcare providers. Authenticate using Zocdoc's partner API credentials, then query appointment schedules, patient reviews, and availability data to create an internal panel that gives front-desk and operations staff full visibility without requiring full Zocdoc portal access.

Quick facts about this guide
FactValue
ToolZocdoc
CategoryOther
MethodREST API Resource
DifficultyIntermediate
Time required30 minutes
Last updatedApril 2026

Why Connect Retool to Zocdoc?

Healthcare practices that use Zocdoc for patient acquisition and appointment booking often need to reconcile Zocdoc's booking data with their practice management system (PMS) or electronic health record (EHR) system. Front-desk staff typically must toggle between Zocdoc's provider portal, the PMS, and internal spreadsheets to see a complete picture of daily appointment flow, outstanding patient reviews, and availability gaps. A Retool dashboard connected to Zocdoc's API centralizes this view, giving operations staff a single panel that shows Zocdoc bookings alongside internal data without requiring full Zocdoc portal access for every team member.

Practice managers benefit particularly from the combination of Zocdoc's appointment data with internal metrics. You can build Retool panels that track Zocdoc booking conversion rates (appointments booked vs. available slots), monitor patient review scores over time, identify which insurance types generate the most bookings, and flag same-day cancellations for rapid rebooking. These operational insights are possible through Zocdoc's portal individually, but a Retool dashboard lets you apply filters, add custom annotations, and cross-reference with internal records that Zocdoc itself does not have.

It is important to understand Zocdoc's API access model before starting: Zocdoc's API is primarily designed for practice management software partners and does not operate as a fully open public API. Access requires enrollment in Zocdoc's provider API partner program. For practices not yet enrolled, Zocdoc offers data exports and webhook notifications in some configurations, which can be ingested into Retool via Retool Database or a webhook trigger. The steps below cover both the direct API approach for enrolled partners and alternative approaches for practices building with available data.

Integration method

REST API Resource

Zocdoc offers a limited REST API primarily targeted at healthcare providers and practice management software partners — it is not a fully public API and requires partner enrollment through Zocdoc's developer program. Once credentials are issued, Retool connects via a REST API Resource using Bearer token authentication. All requests proxy through Retool's server-side backend, keeping patient data and API credentials off the browser. The integration enables read access to appointment data, provider availability, and patient review summaries for operational dashboards.

Prerequisites

  • A Zocdoc provider account with at least one active provider profile listed on the platform
  • Enrollment in Zocdoc's partner API program and issued API credentials (contact Zocdoc's partner team at developers.zocdoc.com or through your account manager)
  • A Retool account (Cloud or self-hosted) with permission to add Resources
  • Basic familiarity with Retool's query editor and component panel
  • Understanding of your practice's HIPAA compliance requirements before building dashboards that handle patient appointment data

Step-by-step guide

1

Obtain Zocdoc API credentials through the partner program

Zocdoc's REST API is not a fully open public API — it is designed for healthcare technology partners building practice management integrations. To obtain API access, your practice or your development team needs to apply through Zocdoc's developer program. Navigate to developers.zocdoc.com and review the available documentation and partner enrollment process. The application typically requires providing information about your practice, your use case, and the systems you are integrating with. Once approved as a partner, Zocdoc will issue you API credentials specific to your organization. The credential format and authentication mechanism may vary by partner tier and integration type — Zocdoc has historically used both API key-based and OAuth-based authentication for different partner programs. Your Zocdoc account manager or the developer support team will provide the exact credential format, the base URL for your environment (Zocdoc maintains separate sandbox and production environments for partners), and the documentation specific to your access tier. For practices that do not have partner API access yet, Zocdoc provides several data access alternatives worth knowing. First, Zocdoc's provider portal supports appointment data export in CSV format — this can be imported into Retool Database on a scheduled basis using a Retool Workflow that processes uploaded CSV files. Second, Zocdoc may configure webhook notifications for your practice that push appointment events to a Retool webhook endpoint, enabling near-real-time data ingestion without polling the API. Third, some practice management software vendors (e.g., those that have their own Zocdoc partner integrations) expose Zocdoc data through their own APIs, which Retool can query directly. For this guide, assume you have received API credentials from Zocdoc's partner program. The following steps configure a standard Bearer token REST API integration, which reflects the most common partner authentication pattern. If your credentials use a different auth mechanism (API key header, Basic Auth, OAuth), the Retool resource configuration will differ slightly but the query structure remains the same.

Pro tip: If you are still awaiting Zocdoc API access, build your Retool dashboard structure using mock data first — create a Retool Database table with the schema you expect from Zocdoc's API and populate it with sample appointment records. This lets your team iterate on the UI while the API access approval is in progress.

Expected result: You have Zocdoc API credentials (API key, Bearer token, or OAuth client credentials), the Zocdoc API base URL for your environment, and access to Zocdoc's partner API documentation for your specific integration tier.

2

Store Zocdoc credentials as Retool Configuration Variables

Before creating the Retool resource, store your Zocdoc API credentials securely using Retool's Configuration Variables system. This step is especially important for healthcare-adjacent integrations where credential exposure has both security and compliance implications. Navigate to your Retool instance's Settings page — click the gear icon in the bottom-left corner of the Retool home page, then select Configuration Variables from the left navigation. Click Add Variable to create the following variables, marking each as Secret: - Name: ZOCDOC_API_KEY — Value: paste your Zocdoc API key or access token - Name: ZOCDOC_BASE_URL — Value: paste the Zocdoc API base URL provided by your account manager (e.g., https://api.zocdoc.com/v1 or your sandbox URL) - If Zocdoc uses OAuth: ZOCDOC_CLIENT_ID and ZOCDOC_CLIENT_SECRET Variables marked as Secret are encrypted at rest and are only injected server-side during query execution — they are never exposed in browser network traffic or the Retool frontend. This is an important HIPAA-relevant consideration: even if the Zocdoc API itself doesn't return PHI directly, keeping credentials strictly server-side prevents unauthorized API access through credential exposure. After saving all variables, confirm they appear in the Configuration Variables list with a lock icon indicating secret status. You will reference these as {{ environment.variables.ZOCDOC_API_KEY }} in your resource configuration. The Configuration Variables system also supports per-environment values — if Zocdoc has issued you separate sandbox and production credentials, set the sandbox credentials for your Retool staging environment and production credentials for your Retool production environment.

Pro tip: For HIPAA-adjacent systems, also review Retool's Business Associate Agreement (BAA) availability — Retool offers a BAA for Enterprise plan customers, which may be required depending on whether your Zocdoc dashboard displays or processes Protected Health Information (PHI) such as patient names, dates of service, or diagnosis-related data.

Expected result: Zocdoc API credentials are stored as Secret Configuration Variables in Retool, encrypted and inaccessible from the browser frontend. The variables are ready to reference in resource and query configurations.

3

Create a Zocdoc REST API Resource in Retool

Navigate to the Resources tab in Retool (top navigation bar on the Retool home page) and click the blue Add Resource button. In the resource type selector, scroll through the list or search for 'REST API' — Zocdoc does not have a dedicated native connector, so select the generic REST API option. Fill in the resource configuration form: - Name: enter 'Zocdoc API' for easy identification throughout Retool - Base URL: enter {{ environment.variables.ZOCDOC_BASE_URL }} or paste the base URL directly. The base URL format is typically https://api.zocdoc.com/v1 or similar — use the exact URL provided by Zocdoc's partner team, as it may include a version path segment or subdomain specific to your account tier - Authentication: In the Headers section, click Add Header. Set the key field to Authorization and the value field to Bearer {{ environment.variables.ZOCDOC_API_KEY }}. If Zocdoc uses a different auth mechanism (X-API-Key header), set the key to X-API-Key and the value to {{ environment.variables.ZOCDOC_API_KEY }} instead - If your integration uses Basic Auth: switch the Authentication dropdown to Basic Auth and enter the username and password fields using your configuration variable references In the Additional Headers section, add a Content-Type header set to application/json and an Accept header set to application/json — these are standard for REST APIs and ensure Zocdoc returns JSON responses rather than other formats. Leave other settings at their defaults. Click Save Changes. The Zocdoc API resource now appears in your Resources list. Retool will inject the Authorization header into every query using this resource automatically, proxying all requests server-side through Retool's backend — no Zocdoc credentials ever reach the browser.

Pro tip: Ask Zocdoc's partner team whether your API environment requires any additional headers — some healthcare API integrations require Organization ID, Practice ID, or API version headers on every request. Add these as global headers in the REST API Resource configuration so you don't need to set them on each individual query.

Expected result: A 'Zocdoc API' REST API Resource appears in Retool's Resources list, configured with Bearer token authentication. All queries using this resource will authenticate against Zocdoc's API with credentials injected server-side by Retool.

4

Build queries to fetch appointments and provider availability

With the Zocdoc resource configured, create your core data queries. Open or create a Retool app, navigate to the Code panel at the bottom, and click + New to create the first query. For the appointments query: - Resource: Zocdoc API - Method: GET - Path: /appointments (or the exact path from Zocdoc's partner documentation — common patterns include /providers/{providerId}/appointments or /practices/{practiceId}/appointments) - URL Parameters: date={{ datePicker1.value }} for filtering by date, status=confirmed to show only confirmed bookings, limit=100 - Trigger: On page load and when the date picker value changes The response structure varies by Zocdoc's API version and your partner tier, but typically returns an array of appointment objects with fields like appointment_id, patient_name, appointment_type, start_time, end_time, status, insurance_carrier, and provider_id. Drag a Table component onto the canvas and set its Data Source to {{ appointmentsQuery.data }} or {{ appointmentsQuery.data.appointments }} depending on whether Zocdoc wraps the array in an object key — inspect the raw response in the query's Response tab to confirm. For the provider availability query: - Resource: Zocdoc API - Method: GET - Path: /providers/{providerId}/availability or /slots/available - URL Parameters: start_date={{ dateRange.start }}, end_date={{ dateRange.end }}, provider_id={{ providerSelect.value }} - Trigger: Manual — fire when the user selects a provider and date range Drag a Select component to let users choose a provider from a list. Populate the Select's data from a separate query that fetches /providers for your practice — set the Select label to the provider name field and value to the provider_id field. Add a JavaScript transformer to reshape the appointments data for the Table component, formatting timestamps and extracting relevant fields from any nested objects in Zocdoc's response.

appointmentsTransformer.js
1// JavaScript transformer for Zocdoc appointments
2// Reshapes API response for Retool Table component
3// Adjust field names to match your Zocdoc partner API response structure
4const appointments = data.appointments || data || [];
5return appointments.map(appt => ({
6 id: appt.appointment_id || appt.id,
7 patient: appt.patient_name || appt.patient?.full_name || 'N/A',
8 type: appt.appointment_type || appt.visit_type || 'N/A',
9 provider: appt.provider_name || appt.provider?.display_name || 'N/A',
10 start_time: appt.start_time
11 ? new Date(appt.start_time).toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' })
12 : 'N/A',
13 status: appt.status || 'unknown',
14 insurance: appt.insurance_carrier || appt.insurance?.name || 'N/A',
15 zocdoc_id: appt.appointment_id || appt.id
16}));

Pro tip: Zocdoc's API response field names may differ from the generic examples shown here — your partner documentation specifies the exact schema. Run the appointment query once, inspect the Response tab output, and adjust the transformer's field references to match the actual response keys before displaying data in the Table.

Expected result: An appointments query returns today's Zocdoc bookings displayed in a Table component with patient names, appointment types, providers, times, statuses, and insurance information. A provider select dropdown allows filtering by individual provider.

5

Build a practice review dashboard and combine with internal data

With appointment data flowing, extend the dashboard to include patient reviews and a cross-reference with your internal practice management system. Patient reviews are a critical operational metric for Zocdoc-listed practices since they directly affect new patient acquisition through search rankings. Create a reviews query: - Resource: Zocdoc API - Method: GET - Path: /providers/{providerId}/reviews or /reviews (check your partner documentation) - URL Parameters: provider_id={{ providerSelect.value }}, page=1, per_page=50, sort=created_desc - Trigger: Manual, fires when provider is selected Drag a second Table component below the appointments table. Set its Data Source to the reviews query, displaying columns for review date, star rating, and review excerpt. In the Table's column settings, configure the rating column type as a custom format that displays stars visually using the text ★★★★☆ pattern based on the rating value — set column type to Text and use a transformer that converts numeric ratings to star strings. Add Statistic components (drag from Component panel) at the top of the dashboard showing: average review score for the selected provider, total number of reviews, and number of reviews in the past 30 days. Wire each Stat component's value to a JavaScript transformer that calculates the metric from the reviews query data. To cross-reference with internal data, create a query targeting your practice's internal database (PostgreSQL or MySQL resource). Pull patient records or appointment history that you want to display alongside Zocdoc data. Use a JavaScript transformer to join the two datasets by patient email or a common identifier if available — this gives front-desk staff a unified view showing the Zocdoc booking data next to the patient's internal record. For practices handling sensitive patient information, ensure your Retool app uses row-level permissions — configure Retool Groups to restrict which team members can see which data. Use Retool's query filter pattern WHERE provider_id = {{ retoolContext.currentUser.groups[0] }} to limit each user to only seeing their own provider's data if needed. For complex integrations combining Zocdoc with full EHR systems, custom permission models, and HIPAA-compliant audit logging, RapidDev's team can help architect the complete Retool solution.

providerReviewStatsTransformer.js
1// Standalone transformer: providerReviewStats
2// Calculates review statistics from Zocdoc reviews query data
3const reviews = reviewsQuery.data?.reviews || reviewsQuery.data || [];
4if (reviews.length === 0) return { avg_rating: 'N/A', total: 0, last_30_days: 0 };
5
6const thirtyDaysAgo = new Date();
7thirtyDaysAgo.setDate(thirtyDaysAgo.getDate() - 30);
8
9const recentReviews = reviews.filter(r => new Date(r.created_at) >= thirtyDaysAgo);
10const avgRating = reviews.reduce((sum, r) => sum + (r.rating || r.star_rating || 0), 0) / reviews.length;
11
12return {
13 avg_rating: avgRating.toFixed(1),
14 total: reviews.length,
15 last_30_days: recentReviews.length,
16 five_star_pct: Math.round(
17 (reviews.filter(r => (r.rating || r.star_rating) === 5).length / reviews.length) * 100
18 )
19};

Pro tip: Add a 'Flag for Response' button to the reviews Table that updates a tracking column in Retool Database — this lets practice managers track which patient reviews need a public response, creating a workflow management layer on top of the read-only Zocdoc review data.

Expected result: The dashboard shows appointments, provider availability, and patient review data from Zocdoc in a unified interface. Statistic components display average rating, total reviews, and 30-day review count. The panel gives practice operations staff a complete picture without requiring full Zocdoc portal access for each team member.

Common use cases

Build a daily appointment operations panel for front-desk staff

Create a Retool dashboard showing today's Zocdoc appointments alongside the practice's internal schedule. Display patient name, appointment type, insurance, confirmed vs. pending status, and check-in time. Add a column for staff to mark arrival status in a Retool Database table. Use a Chart component to show appointment volume by hour across the day for staffing planning.

Retool Prompt

Build a Retool front-desk panel that pulls today's appointments from Zocdoc and the internal scheduling database, shows them in a unified Table sorted by appointment time with columns for patient name, appointment type, insurance carrier, Zocdoc status, and an editable 'Checked In' checkbox that saves to Retool Database.

Copy this prompt to try it in Retool

Provider availability monitoring and gap analysis dashboard

Build a Retool panel for practice managers that shows each provider's available appointment slots on Zocdoc for the next 14 days, highlights days with unusually high vacancy rates, and flags slots that have been open for more than 48 hours without a booking. Use Retool Charts to visualize availability fill rates by provider and day of week.

Retool Prompt

Create a Retool availability dashboard that queries Zocdoc's availability endpoint for each provider in the practice, shows open slots in a calendar-style grid using a Table component with date columns, highlights slots open more than 48 hours in red using conditional formatting, and displays a fill rate percentage per provider per week.

Copy this prompt to try it in Retool

Patient review aggregator with sentiment tracking

Build a Retool review management panel that pulls patient reviews from Zocdoc for all providers in the practice, calculates average ratings per provider and overall practice score, and surfaces recent low-rated reviews for manager follow-up. Add a text annotation field where managers can log internal notes about specific reviews, storing them in Retool Database.

Retool Prompt

Build a Retool review dashboard that fetches patient reviews from Zocdoc's provider API, displays them in a Table with star rating, review date, provider name, and review text, calculates the rolling 30-day average score per provider in a Stat component, and includes a 'Manager Notes' editable column that saves annotations to Retool Database.

Copy this prompt to try it in Retool

Troubleshooting

All Zocdoc API queries return 401 Unauthorized despite using the correct credentials

Cause: The Authorization header format does not match what Zocdoc's partner API expects — some Zocdoc API tiers use X-API-Key header instead of Bearer token, or require the token in a different format such as ApiKey YOUR_TOKEN.

Solution: Review your Zocdoc partner API documentation for the exact authentication header format and key name. In your Retool resource configuration (Resources tab → Zocdoc API → Edit), update the header key and value format to match exactly. If Zocdoc uses X-API-Key authentication, change the header key from Authorization to X-API-Key and set the value to your API key without the Bearer prefix. Test the corrected configuration by running a simple GET query and checking the Response tab for error details.

Appointment queries return data but patient names appear as null or undefined in the Table

Cause: Zocdoc's API returns patient information in a nested object (e.g., appointment.patient.full_name) rather than a flat field, and the transformer or Table column configuration references the top-level field name that doesn't exist.

Solution: In the Code panel, click on the appointments query and examine the raw Response tab output to identify the exact field structure Zocdoc returns for patient data. Update your JavaScript transformer to use the correct nested path (e.g., appt.patient?.full_name || appt.patient?.first_name + ' ' + appt.patient?.last_name). Use optional chaining (?.) in the transformer to safely handle cases where nested objects may be null for certain appointment types.

typescript
1// Safe nested field access in transformer
2patient: appt.patient?.full_name ||
3 [appt.patient?.first_name, appt.patient?.last_name].filter(Boolean).join(' ') ||
4 'N/A',

Zocdoc API returns 403 Forbidden for specific endpoints such as reviews or reports

Cause: Your Zocdoc partner API access tier does not include permissions for those specific endpoints — Zocdoc's partner program has different access levels, and some data (patient reviews, detailed reports) may require a higher tier or explicit permission grant.

Solution: Contact your Zocdoc account manager or the developer support team at developers.zocdoc.com to confirm which endpoints are included in your API access tier. Request access to the specific endpoints you need — reviews and reporting endpoints often require explicit enablement. As a temporary workaround, use Zocdoc's manual export features (CSV download from the provider portal) and import that data into Retool Database using a Retool Workflow for manual data ingestion.

The Retool dashboard shows Zocdoc appointment data but timestamps are in the wrong timezone

Cause: Zocdoc's API returns appointment timestamps in UTC, but the Table is displaying them without converting to the practice's local timezone — a common issue for healthcare dashboards where appointment time accuracy is critical.

Solution: In your appointments transformer, use JavaScript's Intl.DateTimeFormat with an explicit timezone rather than toLocaleString() which uses the browser's local timezone. Specify your practice's timezone explicitly to ensure all staff see the same appointment times regardless of their computer's timezone setting.

typescript
1// Timezone-aware appointment time formatting
2start_time: appt.start_time
3 ? new Intl.DateTimeFormat('en-US', {
4 hour: '2-digit',
5 minute: '2-digit',
6 timeZone: 'America/New_York' // replace with your practice timezone
7 }).format(new Date(appt.start_time))
8 : 'N/A',

Best practices

  • Store all Zocdoc API credentials in Retool Configuration Variables marked as Secret — for healthcare-adjacent integrations, keeping credentials strictly server-side is both a security best practice and a HIPAA-relevant control.
  • Review whether your Retool dashboard displays Protected Health Information (PHI) — if appointment records include patient names, dates of service, or clinical information, consult with your compliance team about HIPAA requirements and evaluate whether Retool's BAA (available for Enterprise plans) is needed.
  • Implement Retool Groups and query-level filtering to restrict staff to only seeing appointment data for providers they are authorized to manage — use WHERE provider_id IN ({{ retoolContext.currentUser.groups }}) patterns to enforce data access controls at the query level.
  • Cache Zocdoc API responses using Retool's query cache for read-heavy queries like provider listings and historical reviews — appointment schedules change frequently and should not be cached, but provider metadata and historical review data are stable and benefit from 300–600 second cache durations.
  • Build the UI using mock data in Retool Database while awaiting Zocdoc partner API access — this lets your team iterate on the dashboard layout and workflows without blocking on credential approval, requiring only a final data source swap when credentials arrive.
  • Use Retool Database as a persistence layer for operational state that Zocdoc does not manage — such as staff notes on appointments, review response tracking, and manual status flags — rather than trying to write this data back to Zocdoc's API.
  • Set up a Retool Workflow to send daily appointment summaries to a Slack channel or email distribution list each morning, ensuring front-desk staff have the day's schedule before arriving without needing to open the dashboard proactively.

Alternatives

Frequently asked questions

Is Zocdoc's API publicly available, or do I need special access?

Zocdoc's REST API is not a fully open public API — it is primarily available to healthcare technology partners through Zocdoc's developer program. Individual medical practices can apply for API access through their Zocdoc account manager or via developers.zocdoc.com. The level of access granted varies by partner tier and use case. For practices that cannot obtain API access, Zocdoc offers data exports, CSV downloads from the provider portal, and in some configurations webhook-based appointment notifications that can serve as data sources for Retool dashboards.

What types of data can I access from Zocdoc's API in a Retool dashboard?

Zocdoc's partner API typically provides access to appointment schedules, provider availability slots, patient review summaries, and booking analytics for your practice's providers. The exact endpoints and data fields available depend on your API access tier. Clinical data (diagnoses, treatment notes) is not part of Zocdoc's data model — Zocdoc is a booking and discovery platform, not an EHR, so the data is primarily administrative and scheduling-focused.

Do I need to worry about HIPAA when building a Zocdoc dashboard in Retool?

HIPAA applicability depends on what data your dashboard displays. If your Zocdoc API integration returns patient names, appointment dates, provider names, or insurance information, this constitutes Protected Health Information (PHI) and your use of Retool to process it may require a Business Associate Agreement (BAA) with Retool. Retool offers BAAs for Enterprise plan customers. Consult with your practice's compliance officer or legal team before building dashboards that surface PHI, and review Retool's security documentation at retool.com/security.

Can I write data back to Zocdoc from Retool — for example, to cancel or reschedule appointments?

Zocdoc's partner API may include write endpoints for appointment management depending on your access tier — common operations include updating appointment status, confirming appointments, and in some integrations creating new appointment slots. Check your specific partner API documentation for supported write operations and required request formats. For most practices, the safer workflow is to use Retool as a read-only view and perform write operations directly in Zocdoc's provider portal, using Retool only for aggregation and reporting.

What should I do if my practice doesn't have Zocdoc API access yet but wants to start building?

Build your Retool dashboard using Retool Database as a mock data source. Create a database table with the same schema you expect from Zocdoc's API — fields like appointment_id, patient_name, provider_name, appointment_type, start_time, status, insurance_carrier — and populate it with sample records. Build all your queries, transformers, and UI components against this mock data. When Zocdoc API credentials arrive, you only need to swap the data source from Retool Database to the live Zocdoc API resource, and most of your dashboard logic will transfer directly.

How do I handle Zocdoc data alongside my practice management system in Retool?

Create separate Resources in Retool for Zocdoc and your practice management system (PMS) — each resource connects to its respective API independently. In your Retool app, build queries against both resources and use JavaScript transformers to join or correlate the data client-side. For example, match appointments by patient email address or a shared booking ID if your PMS and Zocdoc share one. For high-volume practices where real-time joining of large datasets from two APIs would be slow, use a Retool Workflow to periodically sync Zocdoc data into Retool Database, then join against Retool Database in your app queries for better performance.

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