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Triggers and actions 20 triggers · 68 actions
Trigger
New boardPolling trigger: fires when a new board is created.
Trigger
New cardPolling trigger: fires when a new card is added to the specified board.
Trigger
New card in lanePolling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card ConnectionsCreate parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add CommentCreate a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a boardArchive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cardsAssign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a cardCreate a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachmentCreate an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new boardCreate a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning incrementCreate a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning seriesCreate a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a teamCreate a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependenciesCreate dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a boardDelete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachmentDelete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by idDelete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a teamDelete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete CardDelete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cardsDelete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a cardGet a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cardsGet a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cardsGet a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an accountGet a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a boardGet a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a cardGet a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contentsGet an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning seriesGet a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get BoardRetrieve a board by ID, including its lanes.
Action
Get CardGet card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get UserRetrieve a user by ID.
Action
List BoardsList boards on the account.
Action
List Board UsersList board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List CommentsList comments on a card.
Action
List UsersList users on the account.
Action
Move CardMove a card — LeanKit AgilePlace v2 API (card/move)
Action
Search CardsSearch cards on a board with filters.
Action
Unarchive a boardUnarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update CardUpdate a card — LeanKit AgilePlace v2 API (card/update)
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).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.