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Triggers and actions 17 triggers · 51 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
Get address by CEPLook up a Brazilian postal code (CEP) and return the matching street, neighborhood, city, and state.
Action
Get area code infoLook up a Brazilian telephone area code (DDD) and return its state and covered cities.
Action
Get bank by codeLook up a single Brazilian bank's details by its Central Bank code.
Action
Get book info by ISBNLook up a book's title, author, and publisher information by its ISBN.
Action
Get company info by CNPJLook up complete Brazilian company registration data (status, address, partners, activities) from the Receita Federal by CNPJ number.
Action
Get domain registration infoLook up a .br domain's registration status and expiration date from Registro.br.
Action
Get exchange rateGet the Central Bank's official exchange rate (buy/sell) for a given currency on a given date.
Action
Get interest rate by indexGet the current value of a Brazilian reference interest/inflation rate (e.g. SELIC, CDI) by its acronym.
Action
Get investment fund info by CNPJLook up an investment fund registered with the CVM (securities regulator) by its CNPJ.
Action
Get national holidays by yearList Brazil's national public holidays for a given year.
Action
Get NCM info by codeLook up a Mercosur Common Nomenclature (NCM) tax classification code and return its description.
Action
Get TUSS procedure code infoLook up a TUSS (Unified Terminology for Health Supplies) procedure or item code and return its description.
Action
Get weather forecast by city codeGet the multi-day weather forecast for a Brazilian city from CPTEC by its city code.
Action
List B3 stocksList publicly traded stock tickers on Brazil's B3 stock exchange.
Action
List banksList all Brazilian banks registered with the Central Bank, with their codes and names.
Action
List Brazilian statesList Brazil's states (UFs) with their codes and regions, per IBGE.
Action
List currenciesList the foreign currencies available for exchange rate lookups.
Action
List hospitalsList public hospitals registered in Brazil's national health facility registry (CNES).
Action
List municipalities by stateList all municipalities (cities) within a Brazilian state, per IBGE.
Action
List PIX participantsList the financial institutions participating in Brazil's PIX instant payment system.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.