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Triggers and actions 23 triggers · 61 actions
Trigger
New ProjectTriggers when a new project is created in Breeze.
Trigger
New TaskTriggers when a new task is created in the selected Breeze project.
Trigger
Project RenamedTriggers when a Breeze project is given a new name.
Trigger
Tag Added to TaskTriggers when a tag is added to a task in the selected Breeze project.
Trigger
Task MovedTriggers when a task is moved to a different list in the selected Breeze project.
Trigger
Task Status UpdatedTriggers when a task's status changes in the selected Breeze project.
Action
Add commentAdds a comment to a task in a Breeze project. Returns the comment that was created.
Action
Add listAdds a new list to a Breeze project. Returns the list that was created.
Action
Add time entryLogs a time entry against a task in a Breeze project. Returns the time entry that was created.
Action
Add todoAdds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
Action
Create New ProjectCreates a new project in Breeze. Returns the project that was created.
Action
Create New TaskCreates a new task (card) in a Breeze project. Returns the task that was created.
Action
Delete cardDeletes a task (card) from a Breeze project.
Action
Delete commentDeletes a comment from a task in a Breeze project.
Action
Delete listDeletes a list from a Breeze project.
Action
Delete projectDeletes a project from Breeze.
Action
Delete time entryDeletes a time entry from a task in a Breeze project.
Action
Delete todoDeletes a checklist item from a task in a Breeze project.
Action
Find ProjectReturns the Breeze projects whose name contains the text you supply.
Action
Generate time tracking reportGenerates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
Action
Get cardReturns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
Action
Get projectReturns a single Breeze project, including its budget, members and tracked time.
Action
List cardsReturns the tasks (cards) in a Breeze project, 100 per page.
Action
List commentsReturns the comments on a task in a Breeze project.
Action
List listsReturns the lists in a Breeze project.
Action
List projectsReturns all active projects in the Breeze account.
Action
List time entriesReturns the time entries logged against a task in a Breeze project.
Action
List todosReturns the items on a checklist of a task in a Breeze project.
Action
List usersReturns the people on your Breeze team.
Action
Move cardMoves a task to another list, or to another position within its list.
Action
Update cardUpdates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
Action
Update commentChanges the text of a comment on a task in a Breeze project. Returns the updated comment.
Action
Update listRenames a list in a Breeze project. Returns the updated list.
Action
Update projectUpdates a Breeze project. Only the values you supply are changed. Returns the updated project.
Action
Update time entryUpdates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
Action
Update todoUpdates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.
Trigger
Cancelled individual appointmentTriggered when an individual appointment is cancelled.
Trigger
New cancelled attendeeTriggered when an attendee is cancelled.
Trigger
New or updated attendeeTriggered when an attendee is created or updated.
Trigger
New or updated businessTriggered when a business is created or updated.
Trigger
New or updated communicationTriggered when a communication is created or updated.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New or updated daily availabilityTriggered when a daily availability is created or updated.
Trigger
New or updated group appointmentTriggered when a group appointment is created or updated.
Trigger
New or updated individual appointmentTriggered when an individual appointment is created or updated.
Trigger
New or updated invoiceTriggered when an invoice is created or updated.
Trigger
New or updated patientTriggered when a patient is created or updated.
Trigger
New or updated patient caseTriggered when a patient case is created or updated.
Trigger
New or updated practitionerTriggered when a practitioner is created or updated.
Trigger
New or updated treatment notesTriggered when treatment notes is created or updated.
Trigger
Patient added or removed for group appointment in date rangeTriggered when a patient is added or removed for a group appointment within the specified date range.
Trigger
Two-way sync new or updated contactsA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated patientsA trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Action
Archive patientArchives a patient. An error will occur if the patient is not found.
Action
Create contactCreates a new contact.
Action
Create patientCreates a new patient.
Action
Find Appointment by Patient IdReturns appointment details for the specified patient if the Patient ID exists.
Action
Find cancelled appointmentSearches for a cancelled appointment. If no matching appointment is found, an error occurs.
Action
Find contact by emailReturns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Action
Find patient by emailReturns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Action
Get appointmentReturns details of the specified appointment.
Action
Get appointments by practitioner IDReturns appointment details by practitioner ID.
Action
Get appointment typeReturns details of the specified appointment type.
Action
Get appointment type billable itemReturns details for a billable item.
Action
Get billable itemReturns details of the specified billable item.
Action
Get businessReturns details of the specified business.
Action
Get cancelled appointmentReturns details of the specified cancelled appointment.
Action
Get contactReturns details of the specified contact.
Action
Get group appointmentReturns details of the specified group appointment.
Action
Get group appointment attendeesReturns attendee information for the specified group appointment.
Action
Get individual appointment attendeesReturns attendee information for the specified individual appointment.
Action
Get invoiceReturns details of the specified invoice.
Action
Get patientReturns details of the specified patient.
Action
Get patient caseReturns details of the specified patient case.
Action
Get patient referral sourceReturns the referral source for the specified patient.
Action
Get practitionerReturns details of the specified practitioner. An error occurs if not found.
Action
Get practitioner availabilitiesReturns availability information for the specified practitioner.
Action
List invoices for patient caseEmits all invoice IDs for the specified patient case.
Action
Two-way sync add or update a contactAn action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Two-way sync add or update a patientAn action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Update contactUpdates a contact.
Action
Update patientUpdates a patient.
Action
Update patient custom fieldUpdates the value of the specified custom field for the specified patient.
Action
Update patient referralSets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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