Events
- Active Campaign
- Acuity
- Axle Health
- Butterfly Labs
- Calendly
- Customer.io
- Elation
- Feathery
- Formsort
- Healthie
- Hubspot
- IntakeQ
- Junction
- Morf
- Segment
Actions
- Active Campaign
- Customer.io
- Facebook
- Freshdesk
- Google
- Healthie
- v1
- Append To Patient Quick Notes
- Complete Task
- Create Allergy Sensitivity
- Create Appointment
- Create Billing Item
- Create Conversation
- Create Document
- Create Family History
- Create Invoice
- Create Metric Entry
- Create Or Update Form Answer Group
- Create Or Update Insurance Policy
- Create Or Update Notification Contact
- Create Or Update Patient
- Create Or Update Patient Location
- Create Or Update Referring Provider
- Create Patient Stripe Credit Card
- Create Patient Stripe Credit Card V2
- Create Referral
- Create Requested Form Completion
- Create Task
- Get Appointment
- Get Onboarding Flow
- Get User
- List Appointments For Patient
- List Insurance Plans
- List Requested Form Completion
- Lock Form Answer Group
- Search Metric Entries
- Search Users
- Send Form Request Reminder
- Update Appointment
- Update Client Source
- Update Metric Entry
- Update Patient
- Update Patient Weight
- Update Tags
- v2
- Hubspot
- IntakeQ
- Intercom
- Mixpanel
- Morf
- Nextdoor
- Open Phone
- Segment
- Slack
- Spruce
- Stedi
- Stripe
- Tiktok
- Twilio
Get Onboarding Flow
Documentation for the Get Onboarding Flow action for Healthie
{
"$result_object_key": {
"has_forms_after_welcome": true,
"id": "567890",
"name": "New Patient Onboarding",
"onboarding_items": [
{
"completed_onboarding_item": {
"id": "123456",
"item_id": "789012"
},
"display_name": "Complete Initial Assessment",
"id": "456789",
"incomplete_custom_module_form_id": "234567",
"is_last_item": false,
"item_id": "345678"
}
],
"organization_has_multiple_providers": true
}
}
{
"$result_object_key": {
"has_forms_after_welcome": "Indicates if there are forms to complete after the welcome screen",
"id": "Unique identifier for the onboarding flow",
"name": "Name of the onboarding flow",
"onboarding_items": {
"completed_onboarding_item": {
"id": "Unique identifier for the completed onboarding item",
"item_id": "ID of the associated onboarding item"
},
"display_name": "Display name of the onboarding item",
"id": "Unique identifier for the onboarding item",
"incomplete_custom_module_form_id": "ID of the custom module form that needs to be completed",
"is_last_item": "Indicates if this is the last item in the onboarding flow",
"item_id": "Secondary identifier for the onboarding item"
},
"organization_has_multiple_providers": "Indicates if the organization has multiple providers"
}
}
Parameters
ID
This field maps to the destination API id
field.
{
"$result_object_key": {
"has_forms_after_welcome": true,
"id": "567890",
"name": "New Patient Onboarding",
"onboarding_items": [
{
"completed_onboarding_item": {
"id": "123456",
"item_id": "789012"
},
"display_name": "Complete Initial Assessment",
"id": "456789",
"incomplete_custom_module_form_id": "234567",
"is_last_item": false,
"item_id": "345678"
}
],
"organization_has_multiple_providers": true
}
}
{
"$result_object_key": {
"has_forms_after_welcome": "Indicates if there are forms to complete after the welcome screen",
"id": "Unique identifier for the onboarding flow",
"name": "Name of the onboarding flow",
"onboarding_items": {
"completed_onboarding_item": {
"id": "Unique identifier for the completed onboarding item",
"item_id": "ID of the associated onboarding item"
},
"display_name": "Display name of the onboarding item",
"id": "Unique identifier for the onboarding item",
"incomplete_custom_module_form_id": "ID of the custom module form that needs to be completed",
"is_last_item": "Indicates if this is the last item in the onboarding flow",
"item_id": "Secondary identifier for the onboarding item"
},
"organization_has_multiple_providers": "Indicates if the organization has multiple providers"
}
}
Result Object Field Details
You can use the result of the action’s data as inputs to downstream workflow actions.
Each fetch action requires a result object key to be specified which will nest the action’s result data inside the downstream data context in the Workflow.
Here we demonstrate how to refer to this data using the prefix $result_object_key
.
Unique identifier for the onboarding flow
$result_object_key.id
"567890"
Name of the onboarding flow
$result_object_key.name
"New Patient Onboarding"
Indicates if the organization has multiple providers
$result_object_key.organization_has_multiple_providers
true
Indicates if there are forms to complete after the welcome screen
$result_object_key.has_forms_after_welcome
true
List of onboarding items in this flow
$result_object_key.onboarding_items
[
{
"completed_onboarding_item": {
"id": "123456",
"item_id": "789012"
},
"display_name": "Complete Initial Assessment",
"id": "456789",
"incomplete_custom_module_form_id": "234567",
"is_last_item": false,
"item_id": "345678"
}
]
Mapped array of: Unique identifier for the onboarding item
$result_object_key.onboarding_items.map(x, x.id)
[
"456789"
]
Mapped array of: Secondary identifier for the onboarding item
$result_object_key.onboarding_items.map(x, x.item_id)
[
"345678"
]
Mapped array of: Display name of the onboarding item
$result_object_key.onboarding_items.map(x, x.display_name)
[
"Complete Initial Assessment"
]
Mapped array of: ID of the custom module form that needs to be completed
$result_object_key.onboarding_items.map(x, x.incomplete_custom_module_form_id)
[
"234567"
]
Mapped array of: Indicates if this is the last item in the onboarding flow
$result_object_key.onboarding_items.map(x, x.is_last_item)
[
false
]
Mapped array of: Information about the completion status of this item
$result_object_key.onboarding_items.map(x, x.completed_onboarding_item)
[
{
"id": "123456",
"item_id": "789012"
}
]
Mapped array of: Information about the completion status of this item
$result_object_key.onboarding_items.map(x, x.completed_onboarding_item)
[
{
"id": "123456",
"item_id": "789012"
}
]
Mapped array of: Information about the completion status of this item
$result_object_key.onboarding_items.map(x, x.completed_onboarding_item)
[
{
"id": "123456",
"item_id": "789012"
}
]
{
"$result_object_key": {
"has_forms_after_welcome": true,
"id": "567890",
"name": "New Patient Onboarding",
"onboarding_items": [
{
"completed_onboarding_item": {
"id": "123456",
"item_id": "789012"
},
"display_name": "Complete Initial Assessment",
"id": "456789",
"incomplete_custom_module_form_id": "234567",
"is_last_item": false,
"item_id": "345678"
}
],
"organization_has_multiple_providers": true
}
}
{
"$result_object_key": {
"has_forms_after_welcome": "Indicates if there are forms to complete after the welcome screen",
"id": "Unique identifier for the onboarding flow",
"name": "Name of the onboarding flow",
"onboarding_items": {
"completed_onboarding_item": {
"id": "Unique identifier for the completed onboarding item",
"item_id": "ID of the associated onboarding item"
},
"display_name": "Display name of the onboarding item",
"id": "Unique identifier for the onboarding item",
"incomplete_custom_module_form_id": "ID of the custom module form that needs to be completed",
"is_last_item": "Indicates if this is the last item in the onboarding flow",
"item_id": "Secondary identifier for the onboarding item"
},
"organization_has_multiple_providers": "Indicates if the organization has multiple providers"
}
}