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