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Triggers and actions 32 triggers · 48 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
Meeting endedTriggered when a meeting ends.
- Meeting participant joined
Triggers when a participant joins a meeting.
- Meeting registration cancelled
Triggered when a meeting registration is cancelled.
- Meeting started
Triggered when a meeting starts.
- New recording completed
Triggered when a cloud recording is completed.
- New recording completed (all active licensed accounts)
Triggered when a cloud recording is completed in any licensed active account.
- New recording completed (specified account)
Triggered when a cloud recording is completed for the specified account.
- New webinar registrant
Triggers when a new registrant is added to a Webinar.
- Recording completed
Triggered when a recording completes.
- Upcoming meeting
Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (all active licensed accounts)
Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (specified account)
Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting via integration setting (all active licensed accounts)
Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
- Webinar ended
Triggered when a webinar ends.
- Webinar started
Triggered when a webinar starts.
- Add meeting registrant
Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
- Create meeting
Creates a new meeting.
- Delete meeting
Deletes the specified meeting.
- End meeting
Immediately ends a meeting.
- Find meeting by agenda
Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
- Get approved meeting registrants
Returns approved registrants (up to 300 max) registrants for the specified meeting.
- Get connection mode
Returns the mode of the named Zoom connection, either Individual or Admin.
- Get meeting
Outputs details for the specified meeting.
- Get meeting registrant
Returns details for the specified registrant in the specified meeting.
- Get user
Returns a Zoom user's profile and settings by user ID or email.
- Get user settings
Outputs all settings for the specified user.
- List cloud recordings
Lists cloud recordings for a Zoom user within a date range.
- List meetings
Lists a Zoom user's scheduled, live, or upcoming meetings.
- List users
Lists the users on the Zoom account.
- Update meeting
Updates an existing meeting.
- Update meeting registrant status
Updates a registrant's status for the specified meeting.
- Update user settings
Updates the specified user's settings.
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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