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Brightree integration

Process Sales Order Templates

Perform Process Sales Order Templates through Brightree.

View as Markdown
brightree_process_sales_order_templates
writebrightree

Inputs

  • sales_order_key
    expression
    Sales Order Key

    Optional literal value or workflow expression.

  • account_key
    text
    Account Key

    Optional text value.

  • runs
    number
    Runs

    Optional numeric value.

    Default: 1

  • use_local_agent
    boolean
    Use Local Agent

    Optional true-or-false value.

    Default: false

  • http_only
    boolean
    Http Only

    Optional true-or-false value.

    Default: true

  • job_id
    expression
    Job Id

    Optional literal value or workflow expression.

  • insurance_name
    text
    Insurance Name

    Optional text value.

  • patient_key
    expression
    Patient Key

    Optional literal value or workflow expression.

  • patient_note_key
    expression
    Patient Note Key

    Optional literal value or workflow expression.

Outputs

  • successSuccess
  • sales_order_keySales Order Key
  • successful_runsSuccessful Runs
  • failed_runsFailed Runs
  • skipped_runsSkipped Runs
  • outcome_categoryOutcome Category
  • outcome_reasonOutcome Reason
  • failure_stageFailure Stage
  • skip_reasonSkip Reason
  • templates_createdTemplates Created
  • needs_reconciliationNeeds Reconciliation
  • reconciliation_summaryReconciliation Summary
  • order_profileOrder Profile
  • template_decisionTemplate Decision
  • manual_review_requiredManual Review Required
  • manual_review_attemptedManual Review Attempted
  • manual_review_markedManual Review Marked
  • manual_review_reasonManual Review Reason
  • manual_review_blockedManual Review Blocked
  • manual_review_block_reasonManual Review Block Reason
  • manually_resolvedManually Resolved
  • manually_resolved_runsManually Resolved Runs
  • attempt_failed_runsAttempt Failed Runs
  • 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",
  "properties": {
    "runs": {
      "type": "number",
      "default": 1,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "job_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "http_only": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "insurance_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "use_local_agent": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_note_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
Output schema
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "failed_runs": {},
    "skip_reason": {},
    "skipped_runs": {},
    "failure_stage": {},
    "order_profile": {},
    "outcome_reason": {},
    "sales_order_key": {},
    "successful_runs": {},
    "outcome_category": {},
    "manually_resolved": {},
    "template_decision": {},
    "templates_created": {},
    "attempt_failed_runs": {},
    "manual_review_marked": {},
    "manual_review_reason": {},
    "needs_reconciliation": {},
    "manual_review_blocked": {},
    "manual_review_required": {},
    "manually_resolved_runs": {},
    "reconciliation_summary": {},
    "manual_review_attempted": {},
    "manual_review_block_reason": {}
  },
  "additionalProperties": true
}
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