Workflow integration

MyForms integration

Build workflow automations with 93 public MyForms actions.

93actions

Updated Sep 21, 2026, 9:12 AM

93 MyForms actions
Action	Description	Effect	Inputs	Outputs
Add Workflow Diagnosis Batches`myforms_add_workflow_diagnosis_batches`	Perform Add Workflow Diagnosis Batches through MyForms.	write	diagnosis_batches, timeout_seconds	success, results, added_count +2 more
Add Workflow Item Batches`myforms_add_workflow_item_batches`	Perform Add Workflow Item Batches through MyForms.	write	item_batches, timeout_seconds	success, results, added_count +2 more
Add Workflow Note`myforms_add_workflow_note`	Perform Add Workflow Note through MyForms.	write	workflow_id, note, is_sticky +2 more	success, note_added, error_message
Add Workflow Notes`myforms_add_workflow_notes`	Perform Add Workflow Notes through MyForms.	write	notes, timeout_seconds	success, results, added_count +2 more
Capture Work State`intake_capture_workstate`	Perform Capture Work State through MyForms.	write	order_id, workflow_number, patient_id +2 more	—
Capture Work State`myforms_capture_workstate`	Perform Capture Work State through MyForms.	write	order_id, workflow_number, patient_id +2 more	—
Change Workflow Branch Batches`myforms_change_workflow_branch_batches`	Perform Change Workflow Branch Batches through MyForms.	write	branch_batches, timeout_seconds	success, results, changed_count +2 more
Change Workflow Status Batches`myforms_change_workflow_status_batches`	Perform Change Workflow Status Batches through MyForms.	write	status_batches, timeout_seconds	success, results, changed_count +2 more
Check Blocker Tasks`intake_check_blocker_tasks`	Perform Check Blocker Tasks through MyForms.	write	context_payload, account_key	—
Check Blocker Tasks`myforms_check_blocker_tasks`	Perform Check Blocker Tasks through MyForms.	write	context_payload, account_key	—
Check Document Readiness`myforms_check_document_readiness`	Perform Check Document Readiness through MyForms.	write	order_id, workflow_number, patient_id +8 more	—
Check Existing Documents`intake_check_existing_documents`	Perform Check Existing Documents through MyForms.	write	context_payload, account_key, blocker_payload	—
Check Existing Documents`myforms_check_existing_documents`	Perform Check Existing Documents through MyForms.	write	context_payload, account_key, blocker_payload	—
Check Follow-Up Response`myforms_check_follow_up_response`	Perform Check Follow-Up Response through MyForms.	write	context_payload, task_payload	—
Check Follow-Up Task`myforms_check_follow_up_task`	Perform Check Follow-Up Task through MyForms.	write	context_payload, task_name, failure_task_name	—
Check Intake Document Readiness`intake_check_document_readiness`	Perform Check Intake Document Readiness through MyForms.	write	order_id, workflow_number, patient_id +7 more	—
Check Workflow Diagnosis Absence Batches`myforms_check_workflow_diagnosis_absence_batches`	Perform Check Workflow Diagnosis Absence Batches through MyForms.	write	guard_batches, timeout_seconds	success, results, verified_count +2 more
Classify Document Outcome`intake_classify_document_outcome`	Perform Classify Document Outcome through MyForms.	write	send_payload, verification_payload	—
Collect Monthly Workflow Report`myforms_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 Batches`myforms_complete_order_task_batches`	Perform Complete Order Task Batches through MyForms.	write	task_batches, status, timeout_seconds	success, results, completed_count +1 more
Complete Order Tasks`myforms_complete_order_tasks`	Perform Complete Order Tasks through MyForms.	write	workflow_id, task_names, status +1 more	success, completed_tasks, completed_count +1 more
Create Documents`myforms_create_documents`	Perform Create Documents through MyForms.	write	order_id, workflow_number, patient_id +5 more	—
Create Facility Document Manual Handoff`myforms_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 Batches`myforms_create_insurance_policy_batches`	Perform Create Insurance Policy Batches through MyForms.	write	insurance_policy_batches, timeout_seconds	success, results, created_count +2 more
Create Intake Documents`intake_create_documents`	Perform Create Intake Documents through MyForms.	write	order_id, workflow_number, patient_id +5 more	—
Create Sales Order Batches`myforms_create_sales_order_batches`	Perform Create Sales Order Batches through MyForms.	write	sales_order_batches, timeout_seconds	success, results, created_count +2 more
Create Workflow Batches`myforms_create_workflow_batches`	Perform Create Workflow Batches through MyForms.	write	workflow_batches, timeout_seconds	success, results, created_count +2 more
Delete Inbox Message`myforms_delete_inbox_message`	Perform Delete Inbox Message through MyForms.	write	delete_request, timeout_seconds	success, deleted, skipped +1 more
Dispatch Guarded MyForms Intake`myforms_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 Attached`myforms_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
Finalize Intake Documents`intake_finalize_documents`	Perform Finalize Intake Documents through MyForms.	write	order_id, workflow_number, patient_id +8 more	deferred_fax
Import Intake Order Data`intake_import_order_data`	Perform Import Intake Order Data through MyForms.	write	order_id, workflow_number, patient_id +3 more	—
Import Order Data`myforms_import_order_data`	Perform Import Order Data through MyForms.	write	order_id, workflow_number, patient_id +3 more	—
List Client Insurance Policy Batches`myforms_list_client_insurance_policy_batches`	Perform List Client Insurance Policy Batches through MyForms.	read	policy_read_batches, timeout_seconds	success, results, read_count +2 more
List Workflow Fax Requests`myforms_list_workflow_fax_request_batches`	Perform List Workflow Fax Requests through MyForms.	read	workflow_ids, timeout_seconds	success, results, request_count +1 more
Merge Superseded Source Cleanup`intake_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
Prepare Follow-Up Fax Payload`intake_prepare_subsequent_fax_payload`	Perform Prepare Follow-Up Fax Payload through MyForms.	write	context_payload, dedup_payload	—
Prepare Follow-Up Fax Payload`myforms_prepare_follow_up_fax_payload`	Perform Prepare Follow-Up Fax Payload through MyForms.	write	context_payload, dedup_payload	—
Prepare Superseded Source Cleanup`intake_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 BDM`myforms_push_document_batches_to_bdm`	Perform Push Document Batches to BDM through MyForms.	write	document_batches, timeout_seconds	success, results, succeeded_count +2 more
Push Documents to BDM`myforms_push_documents_to_bdm`	Perform Push Documents to BDM through MyForms.	write	workflow_id, document_ids, timeout_seconds	success, pushed, document_ids +1 more
Read Selected Ordering Physician Contacts`myforms_read_selected_ordering_physician_contact_batches`	Perform Read Selected Ordering Physician Contacts through MyForms.	read	workflow_ids, timeout_seconds	success, results, contact_count +1 more
Read Send-Fax Defaults`myforms_read_send_fax_defaults`	Perform Read Send-Fax Defaults through MyForms.	read	workflow_id, document_ids, timeout_seconds	success, defaults, cover_sheet_titles +1 more
Read Workflow Note`intake_read_workflow_note`	Perform Read Workflow Note through MyForms.	read	context_payload, account_key, blocker_payload +1 more	—
Read Workflow Note`myforms_read_workflow_note`	Perform Read Workflow Note through MyForms.	read	context_payload, account_key, blocker_payload +1 more	—
Refresh Client Data From Brightree Batches`myforms_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 +2 more
Refresh Order Data`intake_refresh_order_data`	Perform Refresh Order Data through MyForms.	write	order_id, workflow_number, patient_id +4 more	—
Refresh Order Data`myforms_refresh_order_data`	Perform Refresh Order Data through MyForms.	write	order_id, workflow_number, patient_id +4 more	—
Refresh Workflow Data From Brightree Batches`myforms_refresh_workflow_data_from_brightree_batches`	Perform Refresh Workflow Data From Brightree Batches through MyForms.	write	refresh_batches, timeout_seconds	success, results, refreshed_count +2 more
Resend Failed Facility Document`myforms_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 State`intake_resolve_delivery_state`	Perform Resolve Delivery State through MyForms.	read	context_payload, account_key, blocker_payload +3 more	—
Resolve Delivery State`myforms_resolve_delivery_state`	Perform Resolve Delivery State through MyForms.	read	context_payload, account_key, blocker_payload +3 more	—
Select Facility Document Candidates`myforms_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 Batches`myforms_select_workflow_clinician_batches`	Perform Select Workflow Clinician Batches through MyForms.	write	clinician_batches, timeout_seconds	success, results, selected_count +2 more
Select Workflow Physician Batches`myforms_select_workflow_physician_batches`	Perform Select Workflow Physician Batches through MyForms.	write	physician_batches, timeout_seconds	success, results, selected_count +2 more
Send Deferred Fax`intake_send_deferred_fax`	Perform Send Deferred Fax through MyForms.	write	retry_context, document_readiness, account_key +1 more	—
Send Deferred Fax`myforms_send_deferred_fax`	Perform Send Deferred Fax through MyForms.	write	retry_context, document_readiness, account_key +1 more	—
Send Documents`myforms_send_documents`	Perform Send Documents through MyForms.	write	order_id, workflow_number, patient_id +7 more	—
Send Facility Document`myforms_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 Fax`intake_send_subsequent_fax`	Perform Send Follow-Up Fax through MyForms.	write	context_payload, fax_payload	—
Send Follow-Up Fax`myforms_send_follow_up_fax`	Perform Send Follow-Up Fax through MyForms.	write	context_payload, fax_payload	—
Send Intake Documents`intake_send_documents`	Perform Send Intake Documents through MyForms.	write	order_id, workflow_number, patient_id +6 more	—
Send Secure Document Request Batches`myforms_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 +2 more
Send Workflow Fax`myforms_send_workflow_fax`	Perform Send Workflow Fax through MyForms.	write	workflow_id, document_ids, recipient_name +7 more	success, sent, document_ids +1 more
Send Workflow Fax Batch`myforms_send_workflow_fax_batch`	Perform Send Workflow Fax Batch through MyForms.	write	fax_jobs, timeout_seconds	success, results, sent_count +2 more
Set Service Date`intake_set_service_date`	Perform Set Service Date through MyForms.	write	order_id, workflow_number, patient_id +4 more	—
Set Service Date`myforms_set_service_date`	Perform Set Service Date through MyForms.	write	order_id, workflow_number, patient_id +4 more	—
Set Workflow Facility Batches`myforms_add_workflow_facility_batches`	Perform Set Workflow Facility Batches through MyForms.	write	facility_batches, timeout_seconds	success, results, added_count +2 more
Set Workflow Marketing Rep Batches`myforms_set_workflow_marketing_rep_batches`	Perform Set Workflow Marketing Rep Batches through MyForms.	write	marketing_rep_batches, timeout_seconds	success, results, set_count +2 more
Submit Workflow Page Batches`myforms_submit_workflow_page_batches`	Perform Submit Workflow Page Batches through MyForms.	write	page_batches, timeout_seconds	success, results, submitted_count +2 more
Submit Workflow Pages`myforms_submit_workflow_pages`	Perform Submit Workflow Pages through MyForms.	write	workflow_id, client_id, attachment_id +3 more	success, document_id, page_numbers +1 more
Submit Workflow to Document`myforms_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 +1 more
Sync Ordering Physician`intake_sync_ordering_physician`	Perform Sync Ordering Physician through MyForms.	write	order_id, workflow_number, patient_id +5 more	—
Sync Ordering Physician`myforms_sync_ordering_physician`	Perform Sync Ordering Physician through MyForms.	write	order_id, workflow_number, patient_id +5 more	—
Update Client Insurance Policy Batches`myforms_update_client_insurance_policy_batches`	Perform Update Client Insurance Policy Batches through MyForms.	write	policy_update_batches, timeout_seconds	success, results, updated_count +2 more
Update ETS Benefit Form Batches`myforms_update_ets_benefit_form_batches`	Perform Update ETS Benefit Form Batches through MyForms.	write	ets_form_batches, timeout_seconds	success, results, updated_count +3 more
Update Patient Info Batches`myforms_update_patient_info_batches`	Perform Update Patient Info Batches through MyForms.	write	patient_info_batches, timeout_seconds	success, results, updated_count +2 more
Update Service Confirmation Batches`myforms_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 +3 more
Update Workflow Date Batches`myforms_update_workflow_date_batches`	Perform Update Workflow Date Batches through MyForms.	write	date_batches, timeout_seconds	success, results, updated_count +2 more
Update Workflow Task Batches with Verification`myforms_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 +2 more
Update Workflow Tasks with Verification`myforms_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 +3 more
Upload Workflow Generated PDF Batches`myforms_upload_workflow_generated_pdf_batches`	Perform Upload Workflow Generated PDF Batches through MyForms.	write	pdf_batches, timeout_seconds	success, results, uploaded_count +2 more
Upload Workflow PDF`myforms_upload_workflow_pdf`	Perform Upload Workflow PDF through MyForms.	write	workflow_id, document_kind, pdf_base64 +4 more	success, uploaded, document_id +1 more
Upload Workflow PDF Batches`myforms_upload_workflow_pdf_batches`	Perform Upload Workflow PDF Batches through MyForms.	write	pdf_batches, timeout_seconds	success, results, uploaded_count +2 more
Validate Facility Document Candidate`myforms_validate_facility_document_candidate`	Perform Validate Facility Document Candidate through MyForms.	write	candidate	success, eligible, skipped +14 more
Verify Deferred Fax`intake_verify_deferred_fax`	Perform Verify Deferred Fax through MyForms.	write	retry_context, send_payload, account_key +1 more	—
Verify Deferred Fax`myforms_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 Fax`myforms_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 Fax`myforms_verify_fax`	Perform Verify Fax through MyForms.	write	order_id, workflow_number, patient_id +8 more	—
Verify First Fax`intake_verify_first_fax`	Perform Verify First Fax through MyForms.	write	order_id, workflow_number, patient_id +8 more	—
Verify Follow-Up Fax`intake_verify_subsequent_fax`	Perform Verify Follow-Up Fax through MyForms.	write	context_payload, send_payload	—
Verify Follow-Up Fax`myforms_verify_follow_up_fax`	Perform Verify Follow-Up Fax through MyForms.	write	context_payload, send_payload	—
Verify Follow-Up Fax Backlog`myforms_verify_follow_up_fax_backlog`	Perform Verify Follow-Up Fax Backlog through MyForms.	write	selection_payload, account_key	—