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Triggers and actions 61 triggers · 57 actions
Trigger
Affiliation Request ApprovedTriggers when a affiliation request is approved.
Trigger
Affiliation Request CreatedTriggers when a affiliation request is created.
Trigger
Affiliation Request DeniedTriggers when a new affiliation request is denied.
Trigger
Cancellation Act CreatedTriggers when a cancellation act is created.
Trigger
Cancellation Act UpdatedTriggers when a cancellation act is updated.
Trigger
Customer CreatedTriggers when a customer is created.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Fulfillment CreatedTriggers when a fulfillment is created.
Trigger
Fulfillment DeletedTriggers when a fulfillment is deleted.
Trigger
Fulfillment UpdatedTriggers when a fulfillment is updated.
Trigger
Order CreatedTriggers when a order is created.
Trigger
Order DeliveredTriggers when a order is delivered.
Trigger
Order FulfilledTriggers when a order is fulfilled.
Trigger
Order PaidTriggers when a order is paid.
Trigger
Order Partially FulfilledTriggers when a order is partially fulfilled.
Trigger
Order Partially ShippedTriggers when a order is partially shipped.
Trigger
Order Payment FailedTriggers when a order payment fails.
Trigger
Order ProcessingTriggers when a order becomes processing.
Trigger
Order ShippedTriggers when a order is shipped.
Trigger
Order UnfulfilledTriggers when a order is unfulfilled.
Trigger
Order VoidedTriggers when a order is voided.
Trigger
Payout CompletedTriggers when a payout is completed.
Trigger
Purchase CreatedTriggers when a purchase is created.
Trigger
Purchase InvokedTriggers when a purchase is invoked.
Trigger
Purchase RevokedTriggers when a purchase is revoked.
Trigger
Purchase UpdatedTriggers when a purchase is updated.
Trigger
Referral ApprovedTriggers when a referral is approved.
Trigger
Referral CreatedTriggers when a referral is created.
Trigger
Refund CreatedTriggers when a refund is created.
Trigger
Refund SucceededTriggers when a refund succeeds.
Trigger
Return Request CompletedTriggers when a return request is completed.
Trigger
Return Request CreatedTriggers when a return request is created.
Trigger
Return Request DeletedTriggers when a return request is deleted.
Trigger
Return Request OpenedTriggers when a return request is opened.
Trigger
Return Request UpdatedTriggers when a return request is updated.
Trigger
Subscription ActiveTriggers when a subscription becomes active.
Trigger
Subscription CanceledTriggers when a subscription is canceled.
Trigger
Subscription CompletedTriggers when a subscription is completed.
Trigger
Subscription CreatedTriggers when a subscription is created.
Trigger
Subscription Past DueTriggers when a subscription becomes past due.
Trigger
Subscription RenewedTriggers when a subscription is renewed.
Trigger
Subscription Set to CancelTriggers when a subscription is set to cancel.
Trigger
Subscription TrialingTriggers when a subscription becomes trialing.
Trigger
Subscription UpdatedTriggers when a subscription is updated.
Action
Find AffiliationFind an existing affiliation by ID.
Action
Find Affiliation RequestFind an existing affiliation request by ID.
Action
Find Cancellation ActFind an existing cancellation act by ID.
Action
Find CheckoutFind an existing checkout by ID.
Action
Find ClickFind an existing click by ID.
Action
Find CouponFind an existing coupon by ID.
Action
Find CustomerFind an existing customer by ID.
Action
Find FulfillmentFind an existing fulfillment by ID.
Action
Find Fulfillment ItemFind an existing fulfillment item by ID.
Action
Find Line ItemFind an existing line item by ID.
Action
Find OrderFind an existing order by ID.
Action
Find Payment IntentFind an existing payment intent by ID.
Action
Find Payment MethodFind an existing payment method by ID.
Action
Find PayoutFind an existing payout by ID.
Action
Find Payout GroupFind an existing payout group by ID.
Action
Find PriceFind an existing price by ID.
Action
Find ProductFind an existing product by ID.
Action
Find PromotionFind an existing promotion by ID.
Action
Find PurchaseFind an existing purchase by ID.
Action
Find ReferralFind an existing referral by ID.
Action
Find Referral ItemFind an existing referral item by ID.
Action
Find RefundFind an existing refund by ID.
Action
Find Return ItemFind an existing return item by ID.
Action
Find Return RequestFind an existing return request by ID.
Action
Find SubscriptionFind an existing subscription by ID.
Action
Find TrackingFind an existing tracking by ID.
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.