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Triggers and actions 17 triggers · 61 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
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaignCreates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a CampaignAdds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklistAdds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaignAdds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to listAdds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add listCreates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippetCreates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaignArchives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaignDeletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippetDeletes one of your own message snippets in Botdog.
Action
Get campaignReturns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequenceReturns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statisticsReturns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get leadReturns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get listReturns one Botdog lead list by id, with its name and lead count.
Action
List campaign leadsReturns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaignsReturns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leadsReturns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in listReturns the leads in a Botdog lead list.
Action
List paused campaign activitiesReturns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippetsReturns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activitiesPauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklistRemoves leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from listRemoves leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activitiesResumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop leadStops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaignUpdates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update leadUpdates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippetUpdates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.