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Triggers and actions 27 triggers · 55 actions
Trigger
Cancelled individual appointmentTriggered when an individual appointment is cancelled.
- New cancelled attendee
Triggered when an attendee is cancelled.
- New or updated attendee
Triggered when an attendee is created or updated.
- New or updated business
Triggered when a business is created or updated.
- New or updated communication
Triggered when a communication is created or updated.
- New or updated contact
Triggered when a contact is created or updated.
- New or updated daily availability
Triggered when a daily availability is created or updated.
- New or updated group appointment
Triggered when a group appointment is created or updated.
- New or updated individual appointment
Triggered when an individual appointment is created or updated.
- New or updated invoice
Triggered when an invoice is created or updated.
- New or updated patient
Triggered when a patient is created or updated.
- New or updated patient case
Triggered when a patient case is created or updated.
- New or updated practitioner
Triggered when a practitioner is created or updated.
- New or updated treatment notes
Triggered when treatment notes is created or updated.
- Patient added or removed for group appointment in date range
Triggered when a patient is added or removed for a group appointment within the specified date range.
- Two-way sync new or updated contacts
A 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.
- Two-way sync new or updated patients
A 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.
- Archive patient
Archives a patient. An error will occur if the patient is not found.
- Create contact
Creates a new contact.
- Create patient
Creates a new patient.
- Find Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
- Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
- Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
- Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
- Get appointment
Returns details of the specified appointment.
- Get appointments by practitioner ID
Returns appointment details by practitioner ID.
- Get appointment type
Returns details of the specified appointment type.
- Get appointment type billable item
Returns details for a billable item.
- Get billable item
Returns details of the specified billable item.
- Get business
Returns details of the specified business.
- Get cancelled appointment
Returns details of the specified cancelled appointment.
- Get contact
Returns details of the specified contact.
- Get group appointment
Returns details of the specified group appointment.
- Get group appointment attendees
Returns attendee information for the specified group appointment.
- Get individual appointment attendees
Returns attendee information for the specified individual appointment.
- Get invoice
Returns details of the specified invoice.
- Get patient
Returns details of the specified patient.
- Get patient case
Returns details of the specified patient case.
- Get patient referral source
Returns the referral source for the specified patient.
- Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
- Get practitioner availabilities
Returns availability information for the specified practitioner.
- List invoices for patient case
Emits all invoice IDs for the specified patient case.
- Two-way sync add or update a contact
An 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.
- Two-way sync add or update a patient
An 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.
- Update contact
Updates a contact.
- Update patient
Updates a patient.
- Update patient custom field
Updates the value of the specified custom field for the specified patient.
- Update patient referral
Sets 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).
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
- New comment on task
Triggered when any new comment is made to the selected task.
- New or updated task in project
Triggered when any task is added or updated in the specified project in the specified workspace.
- New project in workspace
Triggered when a new project is added to the selected workspace.
- New story on task
Triggered when any new story is made to the selected task.
- New tag in workspace
Triggered when a new tag is added to the selected workspace.
- New task assigned to you in workspace
Triggered when a task is assigned to you in the selected workspace.
- New team in workspace
Triggered when a new team is added to the selected workspace.
- New user
Triggered when a new user is created.
- New workspace
Triggered when a new workspace is created.
- Add attachment
Upload an attachment to a task. POST /attachments (multipart, parent=task_gid).
- Add tag to task
Adds an existing tag to a task.
- Add task to section
Moves a task into a section of a project.
- Associate task to project
Associates a newly created task to a specified project in the specified workspace.
- Complete task
Marks a task as completed.
- Create new comment
Creates a new comment on the specified task.
- Create new project
Creates a new project in the specified workspace.
- Create new task
Creates a new task in a workspace or project.
- Create section in project
Creates a new section within a project.
- Create subtask
Creates a subtask under an existing parent task.
- Delete comment
Delete a comment (story) by gid. DELETE /stories/{story_gid}.
- Delete project
Delete a project by gid. DELETE /projects/{project_gid}.
- Delete task
Permanently deletes a task.
- Duplicate task
Creates a copy of an existing task.
- Find tasks in project
Returns the tasks belonging to a project.
- Get project
Fetch a single project by its gid. GET /projects/{project_gid}.
- Get task by ID
Returns a single task's details by its ID.
- Get user
Fetch a single user by gid (or 'me'). GET /users/{user_gid}.
- List attachments
List attachments on a task. GET /attachments?parent={task_gid}.
- List projects
List projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
- List users
List users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
- Remove tag from task
Removes a tag from a task.
- Update project
Update a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
- Update task
Updates an existing task's fields.
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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