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Triggers and actions 17 triggers · 54 actions
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).
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
Action
Find Google Maps places by search criteriaSearch Google Maps for places by keyword and location.
Action
Find LinkedIn jobs by keywordsSearch LinkedIn job postings by keyword, location, or other criteria.
Action
Find LinkedIn users by keywordsSearch LinkedIn for users matching a name, title, or other criteria.
Action
Find Reddit posts by search criteriaSearch Reddit posts by keyword or subreddit.
Action
Find TikTok videos by search criteriaSearch TikTok videos by keyword or hashtag.
Action
Find X posts by search criteriaSearch X (Twitter) posts by keyword or other criteria.
Action
Find Yelp businesses by termSearch Yelp businesses by keyword and location.
Action
Find YouTube videos by search criteriaSearch YouTube videos by keyword.
Action
Get Amazon productFetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
Action
Get Glassdoor company ratingsFetch structured ratings and review summary for a company on Glassdoor.
Action
Get Google Maps placeFetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
Action
Get Instagram profileFetch structured profile data for an Instagram user by username.
Action
Get LinkedIn companyFetch structured company data for a LinkedIn company page by URL.
Action
Get LinkedIn profileFetch structured profile data for a LinkedIn user by profile URL.
Action
Get Reddit postFetch structured data for a Reddit post by URL, including comments.
Action
Get TikTok profileFetch structured profile data for a TikTok user by username.
Action
Get TikTok videoFetch structured data for a TikTok video by URL.
Action
Get X postFetch structured data for an X (Twitter) post by URL or ID.
Action
Get X profileFetch structured profile data for an X (Twitter) user by username.
Action
Get Yelp businessFetch structured business details from Yelp by business URL or ID.
Action
Get YouTube channelFetch structured data for a YouTube channel by URL or handle.
Action
Get YouTube videoFetch structured data for a YouTube video by URL or ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.