Triggers
Create automated tasks by creating a Trigger. Navigate to More > Admin,
then find Triggers under Automate.
1. Select Edit.
2. From the If dropdown, choose a trigger. The available options are:
invoice generated
new prescription
new encounter
sign encounter
prescription deleted
invoice charged
appointment reminder
appointment canceled
appointment updated
client updated
patient updated
any reminder
new appointment
new immunization
estimate saved
microchip saved
3. From the Then dropdown, choose a trigger (action). The available options are:
create a task: Enter a title for the task, due date and the assignee. Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
send an email: Enter a Subject, To and the Body of the message. Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
add an item to invoice: Adds an item to the latest open invoice belonging to the patient where this event occurred, or create a new invoice with this line item if there's no open invoice. Enter the Product ID and Quantity.
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
webhook (get): Sends a GET request to the specified URL.
URL: https://httpbin.org/get
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}If the Webhook is not as expected, see the Vetspire Documentation under API.
webhook (post): Sends a POST request to the specified URL with JSON-encoded data.
URL: https://httpbin.org/post
Available variables: {{date}}, {{note}}, {{client_name}}, {{client_firstname}}, {{client_email}}, {{patient_name}}, {{total}}
4. Select Save after completing all the fields.
DELETE OR CHANGE A TRIGGER BY USING THE Delete OR Edit BUTTONS.