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
Update Client Source
Documentation for the Update Client Source action for Healthie
{
"$result_object_key": {
"id": "3265",
"readable_source": "John Doe MS, LMFT",
"ref_source": "12345",
"ref_source_other": "Instagram",
"ref_type": "referring_provider",
"related_insurance_id": "12345",
"related_object_id": "12345",
"related_object_name": "Other"
}
}
{
"$result_object_key": {
"id": "ID of the client source",
"readable_source": "Get readable source based on ref_type",
"ref_source": "The source of how a client was acquired: contain ID or a Other string",
"ref_source_other": "If ref_source eq 'Other', than it may contain custom string or NULL",
"ref_type": "The type of the source of how a client was acquired",
"related_insurance_id": "ID of the related insurance",
"related_object_id": "ID of the related object, or 'Other'",
"related_object_name": "Name of the related object"
}
}
Parameters
ID
This field maps to the destination API ref_source
field.
ID
This field maps to the destination API ref_source_other
field.
This field maps to the destination API ref_type
field.
ID
This field maps to the destination API user_id
field.
{
"$result_object_key": {
"id": "3265",
"readable_source": "John Doe MS, LMFT",
"ref_source": "12345",
"ref_source_other": "Instagram",
"ref_type": "referring_provider",
"related_insurance_id": "12345",
"related_object_id": "12345",
"related_object_name": "Other"
}
}
{
"$result_object_key": {
"id": "ID of the client source",
"readable_source": "Get readable source based on ref_type",
"ref_source": "The source of how a client was acquired: contain ID or a Other string",
"ref_source_other": "If ref_source eq 'Other', than it may contain custom string or NULL",
"ref_type": "The type of the source of how a client was acquired",
"related_insurance_id": "ID of the related insurance",
"related_object_id": "ID of the related object, or 'Other'",
"related_object_name": "Name of the related object"
}
}
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
.
ID of the client source
$result_object_key.id
"3265"
Get readable source based on ref_type
$result_object_key.readable_source
"John Doe MS, LMFT"
The source of how a client was acquired: contain ID or a Other string
$result_object_key.ref_source
"12345"
If ref_source eq ‘Other’, than it may contain custom string or NULL
$result_object_key.ref_source_other
"Instagram"
The type of the source of how a client was acquired
$result_object_key.ref_type
"referring_provider"
ID of the related insurance
$result_object_key.related_insurance_id
"12345"
ID of the related object, or ‘Other’
$result_object_key.related_object_id
"12345"
Name of the related object
$result_object_key.related_object_name
"Other"
{
"$result_object_key": {
"id": "3265",
"readable_source": "John Doe MS, LMFT",
"ref_source": "12345",
"ref_source_other": "Instagram",
"ref_type": "referring_provider",
"related_insurance_id": "12345",
"related_object_id": "12345",
"related_object_name": "Other"
}
}
{
"$result_object_key": {
"id": "ID of the client source",
"readable_source": "Get readable source based on ref_type",
"ref_source": "The source of how a client was acquired: contain ID or a Other string",
"ref_source_other": "If ref_source eq 'Other', than it may contain custom string or NULL",
"ref_type": "The type of the source of how a client was acquired",
"related_insurance_id": "ID of the related insurance",
"related_object_id": "ID of the related object, or 'Other'",
"related_object_name": "Name of the related object"
}
}