Client completed an intake form

The following example demonstrates how to listen to Intake Form submission events and create a new Task for a Provider based on the Form answer. Let’s say that we want to send a thank-you gift every time a person refers a Client.

Steps necessary to implement this automation:

• listen to a form_answer_group.created webhook
• fetch the Form Answer Group from API using the received resource_id key
• verify if this is a Referral-related Form
• if the Form contains an answer with the name of the referrer, create a Task to send a thank-you gift

Implementation

{
  "resource_id": "123",
  "resource_id_type": "FormAnswerGroup",
  "event_type": "form_answer_group.created"
}

The webhook payload may look like the JSON on the right side.

query getFormAnswerGroups($id: ID) {
  formAnswerGroup(id: $id) {
    id
    finished
    user {
      id
      dietitian_id
    }
    custom_module_form {
      id
    }
    form_answers {
      id
      label
      answer
    }
  }
}

Variables (replace with the resource_id from webhook payload):

{
  "id": "123"
}

Now, let’s query the Healthie API to retrieve Form answers.

{
  "data": {
    "formAnswerGroup": {
      "id": "123",
      "finished": true,
      "user": {
        "id": "200",
        "dietitian_id": "100"
      },
      "custom_module_form": {
        "id": "50"
      },
      "form_answers": [
        {
          "id": "640",
          "label": "Please enter some information about the person who referred you.",
          "answer": ""
        },
        {
          "id": "641",
          "label": "Name",
          "answer": "Chris"
        }
      ]
    }
  }
}

The response should look like this.

First, check if custom_module_form.id is equal to the ID of the referral form. We can ignore the webhook otherwise.

Next, find the Name question answer in the form_answers array. The answer property contains the user input.

mutation createTask($input: createTaskInput!) {
  createTask(input: $input) {
    task {
      id
      content
    }
  }
}

Input:

{
  "content": "Send a thank-you gift to Chris",
  "user_id": "100", // Provider ID
  "client_id": "200" // Patient ID
}

Now let’s create a task for the Provider.

Replace the following input variables with data from the response:

Input	Response variable
user_id	user.dietitian_id
client_id	user.id

This mutation will create a new Task for the Provider and associate it with the Patient.

Please refer to Tasks documentation to learn more about additional options like reminders and due dates.