Connect Pipefile to Red Spot Interactive

Both apps 20Pipefile 11Red Spot Interactive 9

• Trigger
  File Request Created

  Triggers when a file request is created.

• Action
  Add File Request From Template

  Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.

• Action
  Create Contact

  Add to contacts

• Action
  Delete Contact

  Delete a contact by id. Returns 204 No Content on success.

• Action
  Get Contact

  Retrieve one contact by id.

• Action
  Get File Request

  Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.

• Action
  List Contacts

  Retrieve a paginated list of contacts, filterable by name/email/phone partial match.

• Action
  List File Request Templates

  Retrieve the list of file request templates available for creating new file requests, with optional name search.

• Action
  Search File Requests

  Finds all file requests matching this search query (contact name, email, tags, etc).

• Action
  Send Request

  Create and send a new request

• Action
  Update Contact

  Update name/email/phone of an existing contact by id.

• Action
  Add appointment

  Books an open appointment slot for a patient at the practice and returns the new appointment's id.

• Action
  Add patient

  Creates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment.

• Action
  Find patients

  Returns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide.

• Action
  Find slots

  Returns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify.

• Action
  Get appointment

  Returns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found.

• Action
  List locations

  Returns all of the practice's active locations shown for online scheduling, with their names and addresses.

• Action
  List procedures

  Returns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name.

• Action
  List providers

  Returns the practice's active providers shown for online scheduling, optionally only those practicing at one location.

• Action
  List visit types

  Returns all of the practice's visit types, such as new patient or established patient.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.