refreshAppointment

This interface fetches the latest state of a single appointment from the CRM. It is called when a user opens an appointment detail view or manually refreshes an appointment to pick up changes made directly in the CRM.

Input parameters

Parameter	Description
user	An object describing the Chrome extension user associated with the action that triggered this interface.
authHeader	The HTTP Authorization header to be transmitted with the API request to the target CRM.
appointmentId	The CRM ID of the appointment to retrieve.

Return value(s)

An object with the following property:

Parameter	Description
appointment	The current appointment object from the CRM.

If the appointment cannot be found, return:

Parameter	Description
successful	false
returnMessage	An object with message, messageType, and ttl.

Example

return {
  appointment: {
    id: "12345",
    thirdPartyAppointmentId: "12345",
    title: "Intake call with Jane Smith",
    description: "Initial consultation",
    startTimeUtc: "2024-03-15T14:00:00.000Z",
    durationMinutes: 60,
    status: "scheduled",
    contactId: "67890",
    attendees: [{ id: 67890, name: "Jane Smith", type: "Contact" }]
  }
};

Reference

Clio

    const attendees = (() => {
        if (!hasAttendeeUpdate) return [];

        const desiredAttendeeSource = patchBody.contacts;

        const desiredAttendeeRefs = Array.isArray(desiredAttendeeSource) && desiredAttendeeSource.length
            ? desiredAttendeeSource
                .map(c => {
                    if (c && typeof c === 'object') {
                        return toAttendee(c.id);
                    }
                    return toAttendee(c);
                })
                .filter(Boolean)