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Triggers and actions 21 triggers · 52 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).
Trigger
New Issue CreatedTriggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.
Trigger
New MeasurableTriggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.
Trigger
New TeamTriggered when a new team is created in your Ninety company.
Trigger
To-Do Created, Updated, or DeletedTriggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.
Action
Create IssueCreates an issue on a Ninety team's issues list.
Action
Create MilestoneCreates a milestone on a Ninety rock, with a title and due date.
Action
Create RockCreates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.
Action
Create To-DoCreates a to-do on a Ninety team, with a due date and optional description.
Action
Delete IssueDeletes an existing Issue in Ninety by its ID.
Action
Delete Measurable NoteDeletes the note on a Measurable for one scorecard period.
Action
Delete Measurable ScoreDeletes the score on a Measurable for one scorecard period.
Action
Delete RockDeletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.
Action
Delete To-DoDeletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.
Action
Find IssueSearches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.
Action
Find MeasurableSearches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.
Action
Find MilestoneSearches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.
Action
Find RockSearches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.
Action
Find TeamReturns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.
Action
Find To-DoSearches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.
Action
Update IssueChanges an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.
Action
Update Measurable NoteSaves the note on a Ninety scorecard measurable for one period, replacing any note already there.
Action
Update Measurable ScoreRecords the score on a Ninety scorecard measurable for one period, replacing any score already there.
Action
Update MilestoneChanges an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.
Action
Update RockChanges an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.
Action
Update To-DoChanges an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.
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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