Cancelled individual appointment
Triggered when an individual appointment is cancelled.
Cancelled individual appointment -7d (integration setting)
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
Cancelled individual appointment -7d +45d
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and 45 days forward.
Cancelled individual appointment (integration settings)
Triggered when an individual appointment is cancelled. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
Deleted individual appointment
Triggered when an individual appointment is deleted.
New archived invoice
Triggered when an invoice is archived.
New cancelled attendee
Triggered when an attendee is cancelled.
New deleted patient
Triggered when a patient is deleted. Emits the patient ID, which is the only piece of information available after a patient has been deleted.
New or updated archived individual appointment
Triggered when an individual appointment is archived or when an archived appointment is updated.
New or updated archived individual appointment -7d (integration setting)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated archived individual appointment -7d +45d
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated archived individual appointment (integration settings)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated archived invoice
Triggered when an archived invoice is created or updated.
New or updated archived patient
Triggered when a patient is archived or when an archived patient is updated.
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 appointments is created or updated.
New or updated group appointment -7d +45d
Triggered when a group appointments is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated group appointment (integration settings)
Triggered when a group appointments is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated individual appointment
Triggered when an individual appointment is created or updated.
New or updated individual appointment -7d (integration setting)
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated individual appointment -7d +45d
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated individual appointment (integration settings)
Triggered when an individual appointment is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
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 practitioner
Triggered when a practitioner is created or updated.
New or updated treatment notes
Triggered when treatment notes is created or updated.
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.
Calculate patient lifetime value
Calculates the specified patient's lifetime value. Emits the sums of all invoice totals and net amounts for the patient.
Create contact
Creates a new contact.
Create patient
Creates a new patient.
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 appointment type
Returns details of the specified appointment type.
Get appointment type billable item
Returns details for a billable item.
Get appointments by practitioner ID
Returns appointment details by practitioner ID.
Get archived invoice
Returns details of the specified archived invoice.
Get archived patient
Returns details of the specified archived patient.
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 concession type
Returns details of the specified concession type.
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 individual appointment totals
Returns the total booked, arrived, cancelled, and noshow appointments for the specified patient
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 patient's next appointment
Returns details of the next appointment for the specified patient. No data will be emitted if the patient doesn't have an upcoming appointment.
Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
Get practitioner availabilities
Returns availability information for the specified practitioner.
Get tax
Returns details of the specified tax id emitted from the 'get billable item' action. That action may emit an empty value for the tax id for items having no tax, but this action will throw an error if no tax id is specified.
Get user
Returns details of the specified user.
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: contact
Updates a patient's referral, when referred by a contact
Update patient referral: patient
Updates a patient's referral, when referred by another patient
New cleaned member
Triggered every time a new member is cleaned from a specified audience.
New cleaned member (integration setting)
Triggered every time a new member is cleaned from the audience configured in integration settings.
New list
Triggered every time you create a new list.
New member
Triggered every time a new member is added to the specified audience.
New unsubscribed member
Triggered every time a member is removed from the specified audience.
Two-way sync new or updated member in audience
A trigger for two-way syncing new and updated members in a specified audience, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Updated member
Triggered every time a member is updated in the specified audience.
Updated member in group
Triggered every time a member is updated in the specified group within a specified audience.
Add member to audience
Adds the specified memberto the specified audience.
Add or update member
Adds or updates a member in the specified audience.
Add or update member in group
Adds or updates a member in the specified audience within the specified group.
Add or update member in group(s)
Adds or updates a member in the specified audience within the specified group based on the names of passed groups.
Add or update member via mapped audience
Adds or updates a member in the specified mapped audience.
Add tag to member
Adds a tag to the specified member in the specified audience. If the tag does not exist it is created.
Add tag to member via mapped audience
Adds a tag to the specified member in the specified audience. If the tag does not exist it is created.
Batch add or remove members from segment
Adds or removes up to 500 members from the specified segment in the specified audience.
Create audience
Creates a new audience.
Create interest group for audience
Creates a new interest group for the specified audience.
Create merge field
Creates a new merge field for the specified audience.
Create merge field for mapped audience
Creates a new merge field for the specified audience.
Create static segment for audience
Creates a new static segment for the specified audience.
Delete merge field
Deletes the specified merge field. An error occurs if the merge field is not found.
Find audience by name
Returns the id of the specified audience. An error occurs if not found.
Find segment by name
Returns the id of the specified segment for the specified audience. An error occurs if the segment is not found.
Get audiences
Returns all audience ids and names
Get interest groups for audience
Returns the id and name of all interest groups for the specified audience.
Get members in audience
Returns all members in the specified audience, optionally having a matching status.
Get members in segment
Returns all members in the specified segment for the specified audience.
Get merge field in audience
Returns details for the specified merge field in the specified audience.
Get segments for audience
Returns the id and name of all segments for the specified audience.
Remove member from audience
Removes a member from the specified audience.
Remove member from mapped audience
Removes the specified member from the mapped audience.
Remove tag from member
Removes the specified tag from the specified member.
Set merge field options
Sets the options for radio or dropdown merge fields.
Two-way sync add or update a member
An action for two-way syncing new and updated members in a specified audience, with enhanced on-the-fly mapping using member email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. NOTE: due to Mailchimp API limitations, members cannot have their email addresses updated.
Unsubscribe member
Removes a member from the specified list.
Unsubscribe member from all lists
Unsubscribes a member from all lists.
Update member interest
Updates the specified member in the specified audience with the specified interest.
Update merge field
Updates the specified merge field. An error occurs if the merge field is not found.
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