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Brightree integration

Complete Sales Order WIP — Secondary Account

Perform Complete Sales Order WIP — Secondary Account through Brightree.

View as Markdown
brightree_complete_sales_order_wip_secondary
write

Use in a workflow

Copy the discovered node config and fill its params from the input contract. Validate the complete graph before publishing. Integration results use {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove success.

{
  "_group": "Brightree",
  "params": {
    "account_profile": "secondary"
  },
  "handler": "brightree_complete_sales_order_wip_secondary"
}

Action contracts and connections · Run recovery

Inputs

  • sales_order_key
    expressionrequired
    Sales Order Key

    Required literal value or workflow expression.

  • patient_key
    expressionrequired
    Patient Key

    Required literal value or workflow expression.

  • expected_wip_state
    expressionrequired
    Expected Wip State

    Required literal value or workflow expression.

  • expected_completed_wip_state
    expressionrequired
    Expected Completed Wip State

    Required literal value or workflow expression.

  • account_profile
    select
    Account Profile

    Optional selected identifier or value.

    Default: "secondary"

    Options: Secondary ("secondary")

Outputs

  • successSuccess
  • updatedUpdated
  • noopNoop
  • sales_order_keySales Order Key
  • patient_keyPatient Key
  • old_wip_stateOld Wip State
  • new_wip_stateNew Wip State
  • old_completedOld Completed
  • new_completedNew Completed
  • billing_releasedBilling Released
  • messageMessage
  • errorError

Output schema completeness: best_effort_declared

Safety

External effect
write
Confirmation recommended
No
Retry safe
No
Dry run supported
No

Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

Input schema
{
  "type": "object",
  "required": [
    "sales_order_key",
    "patient_key",
    "expected_wip_state",
    "expected_completed_wip_state"
  ],
  "properties": {
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "account_profile": {
      "enum": [
        "secondary"
      ],
      "type": "string",
      "default": "secondary",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_wip_state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expected_completed_wip_state": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
Output schema
{
  "type": "object",
  "properties": {
    "noop": {},
    "error": {},
    "message": {},
    "success": {},
    "updated": {},
    "patient_key": {},
    "new_completed": {},
    "new_wip_state": {},
    "old_completed": {},
    "old_wip_state": {},
    "sales_order_key": {},
    "billing_released": {}
  },
  "additionalProperties": true
}
View all Brightree actions