MyForms integration
Build workflow automations with 120 public MyForms actions.
120actions
myforms
Updated
| Action | Description | Effect | Inputs | Outputs |
|---|---|---|---|---|
Add Idempotent Workflow Notemyforms_add_workflow_note_secondary | Perform Add Idempotent Workflow Note through MyForms. | write | workflow_id, note, is_sticky +4 more | success, note_added, skipped +4 more |
Add Workflow Diagnosis Batchesmyforms_add_workflow_diagnosis_batches | Perform Add Workflow Diagnosis Batches through MyForms. | write | diagnosis_batches, timeout_seconds | success, results, added_count +3 more |
Add Workflow Item Batchesmyforms_add_workflow_item_batches | Perform Add Workflow Item Batches through MyForms. | write | item_batches, timeout_seconds | success, results, added_count +3 more |
Add Workflow Notemyforms_add_workflow_note | Perform Add Workflow Note through MyForms. | write | workflow_id, note, is_sticky +2 more | success, note_added, error +1 more |
Add Workflow Notesmyforms_add_workflow_notes | Perform Add Workflow Notes through MyForms. | write | notes, timeout_seconds | success, results, added_count +3 more |
Capture Work Stateintake_capture_workstate | Perform Capture Work State through MyForms. | write | order_id, workflow_number, patient_id +2 more | — |
Capture Work Statemyforms_capture_workstate | Perform Capture Work State through MyForms. | write | order_id, workflow_number, patient_id +2 more | — |
Change Workflow Branch Batchesmyforms_change_workflow_branch_batches | Perform Change Workflow Branch Batches through MyForms. | write | branch_batches, timeout_seconds | success, results, changed_count +3 more |
Change Workflow Status Batchesmyforms_change_workflow_status_batches | Perform Change Workflow Status Batches through MyForms. | write | status_batches, timeout_seconds | success, results, changed_count +3 more |
Check Blocker Tasksintake_check_blocker_tasks | Perform Check Blocker Tasks through MyForms. | write | context_payload, account_key | — |
Check Blocker Tasksmyforms_check_blocker_tasks | Perform Check Blocker Tasks through MyForms. | write | context_payload, account_key | — |
Check Document Readinessmyforms_check_document_readiness | Perform Check Document Readiness through MyForms. | write | order_id, workflow_number, patient_id +8 more | — |
Check Existing Documentsintake_check_existing_documents | Perform Check Existing Documents through MyForms. | write | context_payload, account_key, blocker_payload | — |
Check Existing Documentsmyforms_check_existing_documents | Perform Check Existing Documents through MyForms. | write | context_payload, account_key, blocker_payload | — |
Check Follow-Up Responsemyforms_check_follow_up_response | Perform Check Follow-Up Response through MyForms. | write | context_payload, task_payload | — |
Check Follow-Up Taskmyforms_check_follow_up_task | Perform Check Follow-Up Task through MyForms. | write | context_payload, task_name, failure_task_name | — |
Check Intake Document Readinessintake_check_document_readiness | Perform Check Intake Document Readiness through MyForms. | write | order_id, workflow_number, patient_id +7 more | — |
Check Workflow Diagnosis Absence Batchesmyforms_check_workflow_diagnosis_absence_batches | Perform Check Workflow Diagnosis Absence Batches through MyForms. | write | guard_batches, timeout_seconds | success, results, verified_count +3 more |
Classify Document Outcomeintake_classify_document_outcome | Perform Classify Document Outcome through MyForms. | write | send_payload, verification_payload | — |
Collect Monthly Workflow Reportmyforms_monthly_workflow_report | Perform Collect Monthly Workflow Report through MyForms. | read | report_anchor_date, report_month, timezone_name +6 more | success, report_period, total +6 more |
Complete Order Task Batchesmyforms_complete_order_task_batches | Perform Complete Order Task Batches through MyForms. | write | task_batches, status, timeout_seconds | success, results, completed_count +2 more |
Complete Order Tasksmyforms_complete_order_tasks | Perform Complete Order Tasks through MyForms. | write | workflow_id, task_names, status +1 more | success, completed_tasks, completed_count +2 more |
Create Documentsmyforms_create_documents | Perform Create Documents through MyForms. | write | order_id, workflow_number, patient_id +5 more | — |
Create Facility Document Manual Handoffmyforms_create_facility_document_manual_handoff | Perform Create Facility Document Manual Handoff through MyForms. | write | order_id, failure_stage, account_key +1 more | success, outcome, fax_purpose +14 more |
Create Insurance Policy Batchesmyforms_create_insurance_policy_batches | Perform Create Insurance Policy Batches through MyForms. | write | insurance_policy_batches, timeout_seconds | success, results, created_count +3 more |
Create Intake Documentsintake_create_documents | Perform Create Intake Documents through MyForms. | write | order_id, workflow_number, patient_id +5 more | — |
Create Sales Order Batchesmyforms_create_sales_order_batches | Perform Create Sales Order Batches through MyForms. | write | sales_order_batches, timeout_seconds | success, results, created_count +3 more |
Create Workflow Batchesmyforms_create_workflow_batches | Perform Create Workflow Batches through MyForms. | write | workflow_batches, timeout_seconds | success, results, created_count +3 more |
Delete Inbox Messagemyforms_delete_inbox_message | Perform Delete Inbox Message through MyForms. | write | delete_request, timeout_seconds | success, deleted, skipped +2 more |
Dispatch Guarded MyForms Intakemyforms_dispatch_guarded_intake | Perform Dispatch Guarded MyForms Intake through MyForms. | write | workflow_key, max_messages, delete_source_when_safe | success, event_id, event_name +4 more |
Ensure Facility Document Attachedmyforms_ensure_facility_document_attached | Perform Ensure Facility Document Attached through MyForms. | write | order_id, retry_context, doc_created_at +2 more | success, outcome, fax_purpose +14 more |
Ensure Workflow Marketing Repmyforms_ensure_marketing_rep_secondary | Perform Ensure Workflow Marketing Rep through MyForms. | write | workflow_id, marketing_rep_name, sales_order_key +2 more | success, workflow_id, marketing_rep_id +5 more |
Export Patient Chartmyforms_export_patient_chart | Perform Export Patient Chart through MyForms. | read | lookup_mode, first_name, last_name +7 more | success, status, failure_category +6 more |
Fetch Workflow Documentsmyforms_fetch_workflow_documents | Perform Fetch Workflow Documents through MyForms. | write | workflow_id, client_id, document_titles +6 more | success, complete, document_ids +8 more |
Finalize Intake Documentsintake_finalize_documents | Perform Finalize Intake Documents through MyForms. | write | order_id, workflow_number, patient_id +8 more | deferred_fax |
Find MyForms Workflow by Sales Ordermyforms_find_workflow_by_sales_order | Perform Find MyForms Workflow by Sales Order through MyForms. | write | sales_order_number, workflow_template_name, include_completed +1 more | success, found, workflow_id +7 more |
Import Intake Order Dataintake_import_order_data | Perform Import Intake Order Data through MyForms. | write | order_id, workflow_number, patient_id +3 more | — |
Import Order Datamyforms_import_order_data | Perform Import Order Data through MyForms. | write | order_id, workflow_number, patient_id +3 more | — |
List Client Insurance Policy Batchesmyforms_list_client_insurance_policy_batches | Perform List Client Insurance Policy Batches through MyForms. | read | policy_read_batches, timeout_seconds | success, results, read_count +3 more |
List Workflow Fax Requestsmyforms_list_workflow_fax_request_batches | Perform List Workflow Fax Requests through MyForms. | read | workflow_ids, timeout_seconds | success, results, request_count +2 more |
Merge Superseded Source Cleanupintake_merge_superseded_source_cleanup | Perform Merge Superseded Source Cleanup through MyForms. | write | superseded_source_cleanup_context, delete_result | success, superseded_source_cleanup_context, execution_summary +4 more |
Message Marketing Repmyforms_message_marketing_rep | Perform Message Marketing Rep through MyForms. | write | workflow_id, subject, message_body +3 more | success, workflow_id, marketing_rep_name +5 more |
Prepare Follow-Up Fax Payloadintake_prepare_subsequent_fax_payload | Perform Prepare Follow-Up Fax Payload through MyForms. | write | context_payload, dedup_payload | — |
Prepare Follow-Up Fax Payloadmyforms_prepare_follow_up_fax_payload | Perform Prepare Follow-Up Fax Payload through MyForms. | write | context_payload, dedup_payload | — |
Prepare Superseded Source Cleanupintake_prepare_superseded_source_cleanup | Perform Prepare Superseded Source Cleanup through MyForms. | write | case_payload, order_change_match_context, source_cleanup_context | success, delete_request, superseded_source_cleanup_context +5 more |
Push Document Batches to BDMmyforms_push_document_batches_to_bdm | Perform Push Document Batches to BDM through MyForms. | write | document_batches, timeout_seconds | success, results, succeeded_count +3 more |
Push Documents to BDMmyforms_push_documents_to_bdm | Perform Push Documents to BDM through MyForms. | write | workflow_id, document_ids, timeout_seconds | success, pushed, document_ids +2 more |
Read Completed Workflow Snapshotmyforms_read_completed_workflow_snapshot | Perform Read Completed Workflow Snapshot through MyForms. | read | workflow_id, account_profile, timeout_seconds | success, workflow_id, template_name +6 more |
Read Document Receipt Datesmyforms_read_document_receipt_dates | Perform Read Document Receipt Dates through MyForms. | read | workflow_id, source_documents, account_profile +1 more | success, workflow_id, receipts +5 more |
Read MyForms Task Ownermyforms_read_task_owner | Perform Read MyForms Task Owner through MyForms. | read | workflow_id, task_name, timeout_seconds | success, found, task_id +6 more |
Read MyForms Workflow Contextmyforms_read_workflow_context | Perform Read MyForms Workflow Context through MyForms. | read | workflow_id, client_id, tracker_marker +1 more | success, workflow_id, client_id +8 more |
Read Selected Ordering Physician Contactsmyforms_read_ordering_physician_contacts_secondary | Perform Read Selected Ordering Physician Contacts through MyForms. | read | workflow_ids, account_profile, timeout_seconds | success, results, contact_count +2 more |
Read Selected Ordering Physician Contactsmyforms_read_selected_ordering_physician_contact_batches | Perform Read Selected Ordering Physician Contacts through MyForms. | read | workflow_ids, timeout_seconds | success, results, contact_count +2 more |
Read Send-Fax Defaultsmyforms_read_send_fax_defaults | Perform Read Send-Fax Defaults through MyForms. | read | workflow_id, document_ids, timeout_seconds | success, defaults, cover_sheet_titles +2 more |
Read Send-Fax Defaultsmyforms_read_send_fax_defaults_secondary | Perform Read Send-Fax Defaults through MyForms. | read | workflow_id, document_ids, account_profile +1 more | success, defaults, cover_sheet_titles +2 more |
Read Workflow Document Manifestmyforms_read_workflow_document_manifest_secondary | Perform Read Workflow Document Manifest through MyForms. | read | workflow_id, client_id, probe_document_titles +2 more | success, documents, document_titles +9 more |
Read Workflow Noteintake_read_workflow_note | Perform Read Workflow Note through MyForms. | read | context_payload, account_key, blocker_payload +1 more | — |
Read Workflow Notemyforms_read_workflow_note | Perform Read Workflow Note through MyForms. | read | context_payload, account_key, blocker_payload +1 more | — |
Read Workflow Snapshotmyforms_read_workflow_snapshot | Perform Read Workflow Snapshot through MyForms. | read | workflow_id, account_profile, timeout_seconds | success, workflow_id, template_name +12 more |
Read Workflow Statusmyforms_read_workflow_status | Perform Read Workflow Status through MyForms. | read | workflow_id, account_profile, timeout_seconds | success, workflow_id, branch_id +4 more |
Read Workflow Task Historymyforms_read_workflow_task_history | Perform Read Workflow Task History through MyForms. | read | workflow_id, task_names, account_profile +1 more | success, workflow_id, tasks +4 more |
Reassign MyForms Task Ownermyforms_reassign_task_owner | Perform Reassign MyForms Task Owner through MyForms. | write | workflow_id, task_name, job_type_name +2 more | success, reassigned, changed +5 more |
Reconcile Workflow Fax Historymyforms_reconcile_workflow_fax_history | Perform Reconcile Workflow Fax History through MyForms. | write | workflow_id, policy, expected_proof_hash +2 more | success, workflow_id, state +6 more |
Refresh Client Data From Brightree Batchesmyforms_refresh_client_data_from_brightree_batches | Perform Refresh Client Data From Brightree Batches through MyForms. | write | client_refresh_batches, timeout_seconds | success, results, refreshed_count +3 more |
Refresh Order Dataintake_refresh_order_data | Perform Refresh Order Data through MyForms. | write | order_id, workflow_number, patient_id +4 more | — |
Refresh Order Datamyforms_refresh_order_data | Perform Refresh Order Data through MyForms. | write | order_id, workflow_number, patient_id +4 more | — |
Refresh Workflow Data From Brightree Batchesmyforms_refresh_workflow_data_from_brightree_batches | Perform Refresh Workflow Data From Brightree Batches through MyForms. | write | refresh_batches, timeout_seconds | success, results, refreshed_count +3 more |
Resend Failed Facility Documentmyforms_resend_failed_facility_document | Perform Resend Failed Facility Document through MyForms. | write | retry_context, verification_payload, account_key +1 more | success, outcome, fax_purpose +14 more |
Resolve Delivery Stateintake_resolve_delivery_state | Perform Resolve Delivery State through MyForms. | read | context_payload, account_key, blocker_payload +3 more | — |
Resolve Delivery Statemyforms_resolve_delivery_state | Perform Resolve Delivery State through MyForms. | read | context_payload, account_key, blocker_payload +3 more | — |
Search Allowlisted Workflowsmyforms_search_allowlisted_workflows | Perform Search Allowlisted Workflows through MyForms. | read | workflow_template_id, workflow_template_name, workflow_states +4 more | success, workflows, count +3 more |
Search Completed Workflowsmyforms_search_completed_workflows | Perform Search Completed Workflows through MyForms. | read | workflow_template_id, workflow_template_name, brightree_wips +4 more | success, workflows, count +3 more |
Search Workflowsmyforms_search_workflows | Perform Search Workflows through MyForms. | read | workflow_template_id, workflow_template_name, workflow_state_id +5 more | success, workflows, count +3 more |
Select Facility Document Candidatesmyforms_select_facility_document_candidates | Perform Select Facility Document Candidates through MyForms. | write | account_key, from_date, max_candidates +2 more | success, items, candidate_count +9 more |
Select Workflow Clinician Batchesmyforms_select_workflow_clinician_batches | Perform Select Workflow Clinician Batches through MyForms. | write | clinician_batches, timeout_seconds | success, results, selected_count +3 more |
Select Workflow Physician Batchesmyforms_select_workflow_physician_batches | Perform Select Workflow Physician Batches through MyForms. | write | physician_batches, timeout_seconds | success, results, selected_count +3 more |
Send Daily Document Reportmyforms_send_daily_document_report | Perform Send Daily Document Report through MyForms. | write | to_emails, report_day, timezone +5 more | success, delivery_status, report_day +11 more |
Send Deferred Faxintake_send_deferred_fax | Perform Send Deferred Fax through MyForms. | write | retry_context, document_readiness, account_key +1 more | — |
Send Deferred Faxmyforms_send_deferred_fax | Perform Send Deferred Fax through MyForms. | write | retry_context, document_readiness, account_key +1 more | — |
Send Documentsmyforms_send_documents | Perform Send Documents through MyForms. | write | order_id, workflow_number, patient_id +7 more | — |
Send Facility Documentmyforms_send_facility_document | Perform Send Facility Document through MyForms. | write | order_id, patient_id, patient_state +5 more | success, outcome, fax_purpose +14 more |
Send Follow-Up Faxintake_send_subsequent_fax | Perform Send Follow-Up Fax through MyForms. | write | context_payload, fax_payload | — |
Send Follow-Up Faxmyforms_send_follow_up_fax | Perform Send Follow-Up Fax through MyForms. | write | context_payload, fax_payload | — |
Send Intake Documentsintake_send_documents | Perform Send Intake Documents through MyForms. | write | order_id, workflow_number, patient_id +6 more | — |
Send Secure Document Request Batchesmyforms_send_secure_document_request_batches | Perform Send Secure Document Request Batches through MyForms. | write | secure_document_requests, max_attempts, retry_interval_seconds +1 more | success, results, sent_count +3 more |
Send Workflow Faxmyforms_send_workflow_fax | Perform Send Workflow Fax through MyForms. | write | workflow_id, document_ids, recipient_name +7 more | success, sent, document_ids +2 more |
Send Workflow Fax Batchmyforms_send_workflow_fax_batch | Perform Send Workflow Fax Batch through MyForms. | write | fax_jobs, timeout_seconds | success, results, sent_count +3 more |
Send Workflow Fax Batchmyforms_send_workflow_fax_batch_secondary | Perform Send Workflow Fax Batch through MyForms. | write | fax_jobs, prior_request_guard, account_profile +1 more | success, results, sent_count +3 more |
Set Service Dateintake_set_service_date | Perform Set Service Date through MyForms. | write | order_id, workflow_number, patient_id +4 more | — |
Set Service Datemyforms_set_service_date | Perform Set Service Date through MyForms. | write | order_id, workflow_number, patient_id +4 more | — |
Set Workflow Facility Batchesmyforms_add_workflow_facility_batches | Perform Set Workflow Facility Batches through MyForms. | write | facility_batches, timeout_seconds | success, results, added_count +3 more |
Set Workflow Marketing Rep Batchesmyforms_set_workflow_marketing_rep_batches | Perform Set Workflow Marketing Rep Batches through MyForms. | write | marketing_rep_batches, timeout_seconds | success, results, set_count +3 more |
Submit Workflow Page Batchesmyforms_submit_workflow_page_batches | Perform Submit Workflow Page Batches through MyForms. | write | page_batches, timeout_seconds | success, results, submitted_count +3 more |
Submit Workflow Pagesmyforms_submit_workflow_pages | Perform Submit Workflow Pages through MyForms. | write | workflow_id, client_id, attachment_id +3 more | success, document_id, page_numbers +2 more |
Submit Workflow to Documentmyforms_submit_workflow_to_document | Perform Submit Workflow to Document through MyForms. | write | workflow_id, client_id, attachment_id +3 more | success, document_id, page_number +2 more |
Sync Ordering Physicianintake_sync_ordering_physician | Perform Sync Ordering Physician through MyForms. | write | order_id, workflow_number, patient_id +5 more | — |
Sync Ordering Physicianmyforms_sync_ordering_physician | Perform Sync Ordering Physician through MyForms. | write | order_id, workflow_number, patient_id +5 more | — |
Update Client Insurance Policy Batchesmyforms_update_client_insurance_policy_batches | Perform Update Client Insurance Policy Batches through MyForms. | write | policy_update_batches, timeout_seconds | success, results, updated_count +3 more |
Update ETS Benefit Form Batchesmyforms_update_ets_benefit_form_batches | Perform Update ETS Benefit Form Batches through MyForms. | write | ets_form_batches, timeout_seconds | success, results, updated_count +4 more |
Update Patient Info Batchesmyforms_update_patient_info_batches | Perform Update Patient Info Batches through MyForms. | write | patient_info_batches, timeout_seconds | success, results, updated_count +3 more |
Update Service Confirmation Batchesmyforms_update_service_confirmation_batches | Perform Update Service Confirmation Batches through MyForms. | write | service_confirmation_batches, retry_delays_seconds, not_found_max_document_loads +1 more | success, results, updated_count +4 more |
Update Task Assignmentmyforms_update_task_assignment | Perform Update Task Assignment through MyForms. | write | workflow_id, task_name, owner_job_type_id +5 more | success, workflow_id, task_id +8 more |
Update Workflow Date Batchesmyforms_update_workflow_date_batches | Perform Update Workflow Date Batches through MyForms. | write | date_batches, timeout_seconds | success, results, updated_count +3 more |
Update Workflow Task Batches with Verificationmyforms_update_workflow_task_batches_secondary | Perform Update Workflow Task Batches with Verification through MyForms. | write | task_batches, status, account_profile +1 more | success, results, updated_count +3 more |
Update Workflow Task Batches with Verificationmyforms_update_workflow_task_batches_with_verification | Perform Update Workflow Task Batches with Verification through MyForms. | write | task_batches, status, timeout_seconds | success, results, updated_count +3 more |
Update Workflow Tasks with Verificationmyforms_update_workflow_tasks_secondary | Perform Update Workflow Tasks with Verification through MyForms. | write | workflow_id, task_names, status +4 more | success, updated_names, missing_names +4 more |
Update Workflow Tasks with Verificationmyforms_update_workflow_tasks_with_verification | Perform Update Workflow Tasks with Verification through MyForms. | write | workflow_id, task_names, status +3 more | success, updated_names, missing_names +4 more |
Upload Workflow Generated PDF Batchesmyforms_upload_workflow_generated_pdf_batches | Perform Upload Workflow Generated PDF Batches through MyForms. | write | pdf_batches, timeout_seconds | success, results, uploaded_count +3 more |
Upload Workflow Generated PDF Batches — Secondary Accountmyforms_upload_workflow_generated_pdf_batches_secondary | Perform Upload Workflow Generated PDF Batches — Secondary Account through MyForms. | write | pdf_batches, account_profile, timeout_seconds | success, results, uploaded_count +3 more |
Upload Workflow PDFmyforms_upload_workflow_pdf | Perform Upload Workflow PDF through MyForms. | write | workflow_id, document_kind, pdf_base64 +4 more | success, uploaded, document_id +2 more |
Upload Workflow PDF Batchesmyforms_upload_workflow_pdf_batches | Perform Upload Workflow PDF Batches through MyForms. | write | pdf_batches, timeout_seconds | success, results, uploaded_count +3 more |
Validate Facility Document Candidatemyforms_validate_facility_document_candidate | Perform Validate Facility Document Candidate through MyForms. | write | candidate | success, eligible, skipped +14 more |
Verify Deferred Faxintake_verify_deferred_fax | Perform Verify Deferred Fax through MyForms. | write | retry_context, send_payload, account_key +1 more | — |
Verify Deferred Faxmyforms_verify_deferred_fax | Perform Verify Deferred Fax through MyForms. | write | retry_context, send_payload, account_key +1 more | success, resolved, fax_verified +6 more |
Verify Facility Document Faxmyforms_verify_facility_document_fax | Perform Verify Facility Document Fax through MyForms. | write | order_id, patient_id, patient_state +6 more | success, outcome, fax_purpose +14 more |
Verify Faxmyforms_verify_fax | Perform Verify Fax through MyForms. | write | order_id, workflow_number, patient_id +8 more | — |
Verify First Faxintake_verify_first_fax | Perform Verify First Fax through MyForms. | write | order_id, workflow_number, patient_id +8 more | — |
Verify Follow-Up Faxintake_verify_subsequent_fax | Perform Verify Follow-Up Fax through MyForms. | write | context_payload, send_payload | — |
Verify Follow-Up Faxmyforms_verify_follow_up_fax | Perform Verify Follow-Up Fax through MyForms. | write | context_payload, send_payload | — |
Verify Follow-Up Fax Backlogmyforms_verify_follow_up_fax_backlog | Perform Verify Follow-Up Fax Backlog through MyForms. | write | selection_payload, account_key | — |