Brightree integration

Get Latest Sales Order

Perform Get Latest Sales Order through Brightree.

View as Markdown

brightree_get_latest_sales_order

readbrightree

Inputs

patient_key
expression
Patient Key
Optional literal value or workflow expression.
status
multi_select
Status
Optional list of selected values.
Options: New ("New"), Active ("Active"), On-Hold ("On-Hold"), Delivered ("Delivered"), Closed ("Closed"), Stopped ("Stopped")
created_date_from
date
Created Date From
Optional date in YYYY-MM-DD format.
created_date_to
date
Created Date To
Optional date in YYYY-MM-DD format.
read_detail
boolean
Read Detail
Optional true-or-false value.
Default: true

Outputs

sales_order_keySales Order Key
scheduled_dateScheduled Date
foundFound
errorError

Output schema completeness: best_effort_declared

Safety

External effect: read
Confirmation recommended: No
Retry safe: Yes
Dry run supported: No

Schemas

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

Input schema

{
  "type": "object",
  "properties": {
    "status": {
      "type": "array",
      "items": {
        "enum": [
          "New",
          "Active",
          "On-Hold",
          "Delivered",
          "Closed",
          "Stopped"
        ],
        "type": "string"
      },
      "description": "Optional list of selected values.",
      "x-workflow-field-type": "multi_select"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "read_detail": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "created_date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "created_date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "found": {},
    "scheduled_date": {},
    "sales_order_key": {}
  },
  "additionalProperties": true
}

View all Brightree actions