Bonafide integration
Build workflow automations with 29 public Bonafide actions.
29actions
bonafide
Updated
| Action | Description | Effect | Inputs | Outputs |
|---|---|---|---|---|
Add Doctorbonafide_add_physician | Perform Add Doctor through Bonafide. | write | npi, last_name, first_name +10 more | success, physician_id, message +2 more |
Add Doctor Addressbonafide_add_physician_address | Perform Add Doctor Address through Bonafide. | write | physician_id, location, address1 +9 more | success, physician_id, message +2 more |
Add Task Tagbonafide_add_task_tag | Perform Add Task Tag through Bonafide. | write | task_id, tag_name | success, task_id, tag_id +4 more |
Close Taskbonafide_close_task | Perform Close Task through Bonafide. | write | task_id | success, task_id, message +2 more |
Create Patient Notesbonafide_create_patient_notes | Perform Create Patient Notes through Bonafide. | write | customer_id, notes | success, customer_id, notes_created +3 more |
Create Taskbonafide_create_task | Perform Create Task through Bonafide. | write | name, detail, due_date +10 more | success, task_id, message +2 more |
Create Task Categorybonafide_create_task_category | Perform Create Task Category through Bonafide. | write | category_name | success, category_id, category_name +4 more |
Create Task Outcomebonafide_create_task_outcome | Perform Create Task Outcome through Bonafide. | write | outcome_name | success, outcome_id, outcome_name +4 more |
Delete Taskbonafide_delete_task | Perform Delete Task through Bonafide. | write | task_id | success, task_id, message +2 more |
Get Inventory Itembonafide_get_inventory_item | Perform Get Inventory Item through Bonafide. | read | sku, office | success, item, message +2 more |
Get Patient Insurancebonafide_get_patient_insurance | Perform Get Patient Insurance through Bonafide. | read | customer_id | success, customer_id, carrier_name +13 more |
Get Patient Notesbonafide_get_patient_notes | Perform Get Patient Notes through Bonafide. | read | customer_id | success, customer_id, notes +4 more |
Get Patient Physiciansbonafide_get_patient_physicians | Perform Get Patient Physicians through Bonafide. | read | customer_id | success, physicians, total_count +3 more |
Get Staff + Role IDsbonafide_get_staff_ids | Perform Get Staff + Role IDs through Bonafide. | read | — | success, staff, roles +4 more |
Get Task Categories & Outcomesbonafide_get_task_form_metadata | Perform Get Task Categories & Outcomes through Bonafide. | read | task_id | success, categories, outcomes +3 more |
Get Task Detailbonafide_get_task | Perform Get Task Detail through Bonafide. | read | task_id | success, task_id, name +17 more |
Get Tasksbonafide_get_tasks | Perform Get Tasks through Bonafide. | read | employee_ids, closing_status, category_id +1 more | success, tasks, total_count +4 more |
List Source of Business Optionsbonafide_list_source_of_businesses | Perform List Source of Business Options through Bonafide. | read | query, source_type | success, options, total_count +3 more |
Post Task Conversationbonafide_post_task_conversation | Perform Post Task Conversation through Bonafide. | write | task_id, detail, status +2 more | success, task_id, status +3 more |
Search Inventory by HCPCSbonafide_search_inventory_by_hcpcs | Perform Search Inventory by HCPCS through Bonafide. | read | hcpcs, office | success, items, total_count +3 more |
Search Patientsbonafide_search_patients | Perform Search Patients through Bonafide. | read | first_name, last_name, date_of_birth | success, patient_found, single_match +12 more |
Search Physiciansbonafide_search_physicians | Perform Search Physicians through Bonafide. | read | last_name, first_name, npi | success, physicians, total_count +3 more |
Set Patient Sales Repbonafide_set_patient_sales_rep | Perform Set Patient Sales Rep through Bonafide. | write | customer_id, sales_rep_id | success, customer_id, sales_rep_id +4 more |
Update Patient Billing Infobonafide_update_patient_billing_info | Perform Update Patient Billing Info through Bonafide. | write | customer_id, same_as_primary_guarantor, sales_rep_id | success, customer_id, sales_rep_id +6 more |
Update Patient Demographicsbonafide_update_patient_demographics | Perform Update Patient Demographics through Bonafide. | write | customer_id, update_ship_to_info_for_all_orders, overwrite_existing +11 more | success, customer_id, fields_updated +5 more |
Update Patient Insurancebonafide_update_patient_insurance | Perform Update Patient Insurance through Bonafide. | write | same_as_patient, populate_address_from_patient, overwrite_existing +22 more | success, customer_id, fields_updated +3 more |
Update Patient's Default Claim Physicianbonafide_link_physician_to_patient | Perform Update Patient's Default Claim Physician through Bonafide. | write | customer_id, physician_id | success, customer_id, physician_id +4 more |
Update Source of Businessbonafide_update_source_of_business | Perform Update Source of Business through Bonafide. | write | customer_id, source_of_business_id | success, customer_id, source_of_business_id +4 more |
Update Taskbonafide_update_task | Perform Update Task through Bonafide. | write | task_id, name, detail +11 more | success, task_id, message +2 more |