Brightree integration

Upload Document to Sales Order

Perform Upload Document to Sales Order through Brightree.

brightree_upload_document_to_sales_order

writebrightree

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": {
    "dry_run": false
  },
  "handler": "brightree_upload_document_to_sales_order"
}

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.
branch_key
expression
Branch Key
Optional literal value or workflow expression.
document_id
expressionrequired
Document Id
Required literal value or workflow expression.
document_type
textrequired
Document Type
Required text value.
batch_name
text
Batch Name
Optional text value.
batch_id
text
Batch Id
Optional text value.
file_name
expression
File Name
Optional literal value or workflow expression.
notes
textarea
Notes
Optional text value.
dry_run
boolean
Dry Run
Optional true-or-false value.
Default: false

Outputs

successSuccess
dry_runDry Run
sales_order_keySales Order Key
patient_keyPatient Key
branch_keyBranch Key
branch_key_sourceBranch Key Source
uploaded_filenameUploaded Filename
messageMessage
errorError

Output schema completeness: best_effort_declared

Safety

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

Schemas

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

Input schema

{
  "type": "object",
  "required": [
    "sales_order_key",
    "patient_key",
    "document_id",
    "document_type"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "batch_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "file_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "batch_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "branch_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "document_type": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "sales_order_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "dry_run": {},
    "message": {},
    "success": {},
    "branch_key": {},
    "patient_key": {},
    "sales_order_key": {},
    "branch_key_source": {},
    "uploaded_filename": {}
  },
  "additionalProperties": true
}

View all Brightree actions