Fullscript

Fullscript + Konnectify

Fullscript Integration with Konnectify

Connect Fullscript to Konnectify to streamline healthcare operations by syncing practitioners, patients, treatment plans, orders, labs, and catalog data across your tools.

Staff Practitioners Patients Treatment Plans Orders Labs Catalog Resources 0 Triggers 42 Actions

ON THIS PAGE

→ What is Fullscript? → API & Authentication → How to connect → Triggers (0) → Actions (42) → Popular automations → FAQ

What is Fullscript?

Fullscript is an online dispensary and supplement recommendation platform used by healthcare practitioners to create and manage patient treatment plans, order supplements, and track patient adherence. Integrating Fullscript with Konnectify helps you connect clinic workflows to your CRM, intake tools, BI, and internal systems—so patient, order, and treatment plan data stays consistent across platforms.

This integration is especially useful for healthcare teams that want to automate operational tasks like patient updates, plan management, and order visibility with minimal manual effort.

New to Fullscript?

Create an account and set up your clinic to start managing practitioners, patients, and treatment plans.

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What you can automate

• Create and update patients based on intake/CRM events

• Sync practitioners and staff records with your directory

• Generate draft treatment plan links for patient review and matching

• Monitor clinic orders and patient order history for reporting

• Retrieve lab orders/tests and connect them to patient workflows

• Search catalog products/categories and build curated recommendations

API & Authentication

Authentication: OAuth 2.0 authorization

Konnectify connects to Fullscript using OAuth 2.0. During setup, you’ll be redirected to Fullscript to approve access, and Fullscript returns an authorization code that Konnectify exchanges for an access token. Konnectify does not ask for or store your Fullscript password.

Connection fields

Server / Region: Choose United States or Canada based on where your Fullscript account is registered.
Client ID and Client Secret: OAuth app credentials from Fullscript.

API capabilities covered by this connector

Staff, practitioner, and patient record retrieval and updates
Treatment plan lifecycle (links, updates, activation/cancelation where permitted)
Clinic and patient order retrieval and listing
Lab orders and tests retrieval/listing
Catalog lookups (products, categories, variants, brands, ingredients, etc.)
Practitioner resources (create/update/list/delete)

Important: restricted endpoints & limits

Some Fullscript endpoints are restricted (for example, certain treatment plan creation/activation and catalog endpoints). Access may require Fullscript approval.
API rate limits and permission scopes can vary by account/region. If a workflow fails due to rate limiting, add retry/backoff or reduce polling and batch sizes.

Official docs: Fullscript Developer / API documentation (availability and URLs may vary by region).

How to connect Fullscript to Konnectify

Prerequisites

A Fullscript account with API access enabled
Your Fullscript OAuth Client ID and Client Secret
Correct Server / Region selected (US or Canada)
Permission to authorize OAuth access for your clinic

Add Fullscript to a Workflow

In Konnectify, create or open a Workflow.
Click Add step and select Fullscript.

Authorize via OAuth 2.0

Select your Server / Region (US or Canada).
Enter your Client ID and Client Secret.
Click Connect and approve access in Fullscript.

Configure the Action

Choose the Fullscript action you want to run (for example, Create a Patient).
Map fields from prior steps (or static values) into the action inputs.
Save your step configuration.

Note on restricted endpoints Some Fullscript actions (for example, certain treatment plan or catalog endpoints) may require additional approval or scopes. If you see authorization/permission errors, verify your Fullscript API access and scopes.

Test the Workflow

Run a test with a known patient/practitioner ID (or create a test record first).
Confirm the action output matches what you expect in Fullscript.

Activate the Workflow

Turn the workflow On.
Monitor the first few runs and adjust mappings, filters, or retries as needed.

Triggers 0

This connector currently has no triggers. Fullscript steps are available as actions you can call from triggers in other apps, schedules, or manual runs.

Actions 42

Use Fullscript actions to retrieve, create, update, search, and list key clinic data (patients, practitioners, treatment plans, orders, labs, and catalog objects).

Staff 3 actions

Retrieve a Staff Member

Retrieves an existing staff member by their unique ID.

Create a Staff Member

Creates a new staff member with email, first name, last name, and optional metadata.

Update a Staff Member

Updates a staff member's details. Only provided fields will be changed.

Practitioners 6 actions

Retrieve a Practitioner

Retrieves an existing practitioner by their unique ID.

Retrieve a Protocol

Retrieves an existing protocol by its unique ID.

Retrieve a Template

Retrieves an existing practitioner template by its unique ID.

Create a Practitioner

Creates a new practitioner with practitioner type, email, name, and optional metadata.

Update a Practitioner

Updates a practitioner's details. Only provided fields will be changed.

List All Practitioner Protocols

Returns all treatment plan protocols that belong to a practitioner. Paginates all records or up to the specified limit.

List All Practitioner Templates

Returns all treatment plan templates that belong to a practitioner. Paginates all records or up to the specified limit.

Patients 7 actions

Retrieve a Patient

Retrieves an existing patient by their unique ID.

Create a Patient

Creates a new patient with email, name, and optional demographic data.

Update a Patient

Updates a patient's details. Only provided fields will be changed.

Search for Patients

Searches for patients by first name, last name, or email. Paginates all records or up to the specified limit.

List All Dependents

Returns all dependents linked to a guardian patient.

List All Patient Addresses

Returns all addresses that belong to a patient. Paginates all records or up to the specified limit.

Find Objects

Finds Fullscript objects by your system's metadata ID and optional object type. Paginates all records or up to the specified limit.

Treatment Plans 9 actions

Retrieve a Treatment Plan

Retrieves an existing treatment plan by its unique ID.

Retrieve a New Treatment Plan Link

Returns a redirect URL for a new treatment plan.

Create a Patient Treatment Plan

Creates a new treatment plan for a patient. Note: This endpoint is restricted — access is highly restricted and most requests will not be granted.

Update a Treatment Plan

Updates a treatment plan for a patient. Only provided fields will be changed.

Create an In-Office Checkout

Creates an in-office checkout from a treatment plan. Clears the patient's cart, populates it with the treatment plan, and returns a checkout URL.

Cancel a Treatment Plan

Cancels an active treatment plan for a patient.

Activate a Treatment Plan

Activates a draft treatment plan for a patient. Note: This endpoint is restricted — access is highly restricted and most requests will not be granted.

Create Draft Treatment Plan Link with Patient Matching UI

Returns a redirect URL that enables access to a draft treatment plan with a patient matching UI. Supports dependent accounts. Requires clinic:write scope; patients:write if patient creation may occur.

Create a Draft Treatment Plan Link

Returns a redirect URL that enables access to a draft treatment plan. Does not support dependent accounts — use 'Create Draft Treatment Plan Link with Patient Matching UI' instead. Requires clinic:write scope; patients:write if patient creation may occur.

List All Patient Treatment Plans

Returns all treatment plans belonging to a patient. Paginates all records or up to the specified limit.

Orders 3 actions

Retrieve an Order

Retrieves an existing order by its unique ID.

List All Patient Orders

Returns all completed or refunded orders for a patient. Paginates all records or up to the specified limit.

List All Orders

Returns all orders for the clinic. Supports filtering by patient, treatment plan, completion date, type, and order number. Paginates all records or up to the specified limit.

Labs 3 actions

Retrieve a Lab Order

Retrieves an existing lab order by its unique ID.

Retrieve a Lab Test

Retrieves an existing lab test by its unique ID.

List All Lab Orders

Returns all ordered labs. Optionally filter by patient ID. Paginates all records or up to the specified limit.

Resources 5 actions

Retrieve a Practitioner's Resource

Retrieves a resource that the practitioner has access to.

Create a Resource

Creates a new resource for the practitioner. Allowed file types: jpg, jpeg, png, pdf, doc, xlsx, pptx.

Update a Resource

Updates a practitioner's resource by practitioner ID and resource ID.

Delete a Resource

Deletes an existing practitioner's resource by practitioner ID and resource ID.

List All Practitioner Resources

Returns all resources that the practitioner has access to. Paginates all records or up to the specified limit.

Catalog 9 actions

Retrieve a Product

Retrieves an existing product from the Fullscript catalog by its unique ID.

Retrieve a Category

Retrieves an existing product category by its unique ID.

Retrieve an Allergen

Retrieves details for an existing allergen by its unique ID.

Retrieve a Brand

Retrieves details for an existing brand by its unique ID.

Retrieve an Ingredient

Retrieves details for an existing ingredient by its unique ID.

Retrieve a Supplement Type

Retrieves details for an existing supplement type by its unique ID.

Retrieve a Third Party Certification

Retrieves details for an existing third party certification by its unique ID.

Retrieve a Variant

Retrieves an existing product variant by its unique ID.

Search for Products

Searches for products using Fullscript's catalog. Respects brand segmentation — only shows products available to your clinic. Note: This endpoint is restricted and most requests will not be granted. Paginates all records or up to the specified limit.

List Similar Products

Returns products similar to the specified product, curated by Fullscript's licensed health professionals, ordered from most to least popular. Note: This endpoint is restricted — access is highly restricted and most requests will not be granted. Paginates all records or up to the specified limit.

List All Category Products

Returns all products belonging to a category, sorted by product name ascending by default. Paginates all records or up to the specified limit.

Popular automations

Sync new intake patients into Fullscript

When a patient completes intake in your forms/CRM, automatically create a matching patient record in Fullscript and keep demographic details up to date.

New patient (from Intake/CRM) → Create a Patient → Update a Patient

Generate a draft treatment plan link after a consult

After a consult is completed in your scheduling/EHR tool, generate a draft treatment plan link so the patient can be matched and the plan can be finalized in Fullscript.

Consult completed (from Scheduler/EHR) → Create Draft Treatment Plan Link with Patient Matching UI

Daily order visibility for operations and finance

On a schedule, pull clinic orders and push them into your spreadsheet/warehouse for reconciliation, refunds tracking, and KPI dashboards.

Daily schedule → List All Orders → Retrieve an Order

Keep practitioner roster aligned with your directory

When a provider joins or changes roles in your HR/identity system, automatically create or update the practitioner record in Fullscript.

Practitioner updated (from HR/IdP) → Create a Practitioner → Update a Practitioner

FAQ

How does authentication work for the Fullscript connection?

Fullscript uses OAuth 2.0. You’ll enter your OAuth Client ID/Client Secret in Konnectify, then sign in to Fullscript to approve access. Tokens are used to call the API; your Fullscript password is never stored in Konnectify.

Which Fullscript plans/accounts are supported?

Any Fullscript account with API access and the required scopes can connect. Some endpoints in this connector are explicitly marked as restricted by Fullscript and may not be enabled for most accounts without approval.

How do triggers work for this integration?

This Fullscript connector version provides actions only (0 triggers). To automate end-to-end workflows, start your workflow with a trigger from another app (or a schedule) and then call Fullscript actions to read/write data.

How can I prevent duplicates when creating patients or practitioners?

This connector does not include a dedicated Upsertaction. A common pattern is:

Use Search for Patients (or your own source-of-truth lookup) to find an existing record.
If found, run Update a Patient; otherwise run Create a Patient.
Optionally store the Fullscript ID back in your system using metadata so future runs can use Retrieve actions.

What happens if we hit Fullscript rate limits?

If Fullscript returns rate-limit responses, reduce how often you run list/search actions, paginate in smaller batches, and add retry/backoff in your workflow design. For high-volume syncs, prefer incremental processing (store last processed timestamps/IDs) and avoid repeatedly listing the full dataset.

Can I connect multiple Fullscript clinics/accounts?

Yes. Create multiple Fullscript connections in Konnectify—each authorized separately. Make sure each connection uses the correct Server / Region and OAuth app credentials associated with that clinic/account.

Why do some treatment plan or catalog actions fail with “restricted” or “insufficient scope”?

Fullscript restricts access to certain endpoints (for example, some treatment plan creation/activation operations and some catalog search/similarity endpoints). If your Fullscript API client isn’t approved for those endpoints/scopes, calls can be denied. Confirm your API access with Fullscript and ensure the OAuth app has the required scopes for your use case.

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