STEP 1
Connect Classe365 and IntakeQ
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Classe365 and IntakeQ Integration
Connect Classe365 and IntakeQ to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Classe365 and IntakeQ
Detailed info you need to know about Classe365 and IntakeQ integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Classe365 to IntakeQ
Set up your Classe365 and IntakeQ integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Classe365 and IntakeQ nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Classe365 and IntakeQ. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Classe365 and IntakeQ work in WEXTL?
WEXTL exposes actions and triggers for Classe365 and IntakeQ that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Classe365 triggersIntakeQ actions
Classe365 modules
- Create a TaskAdds task data using the API.
- Create an InvoiceAllows the user to create an invoice using the API.
- Create or Update a DepartmentAllows you to insert a new department or update an existing department in Classe365. Provide an ID for updates or omit it to insert a new department.
- Create or Update a StudentCreates a new student record in Classe365 or updates an existing one if the ID field is included in the request body. Supports optional base64 profile image and attachments.
- Create or Update a SubjectInserts a new subject or updates an existing subject in a section.
- Create or Update AttendanceAdds or updates attendance records for a specific class, section, subject, and date.
- Create/Update a ClassAllows you to insert a new class or update an existing class in the system.
- Create/Update a SectionAllows you to insert a new section or update an existing section for a class.
- Create/Update an AgentAllows you to add agent data or update existing agent data.
- Create/Update Assessment ScoreAdds or updates assessment scores for one or more students in a given assessment.
- Create/Update Form SubmissionAllows adding or updating form submission details through the API.
- Create/Update Teacher DataInserts a new teacher or updates an existing teacher in Classe365.
- Enroll a Student in a Class-SectionEnrolls a student into a class-section under a specific academic session.
- Enroll a Student in Elective SubjectsEnrolls or unassigns a student to or from elective subjects in a specific academic session.
- Get a Student ScoreFetches the assessment scores for a specific student in a given academic session.
- Get a Subject ScoreFetches assessment scores for a specific subject in a given academic session.
- Get Academic Data for a ParticularGets data for a particular department, class, section, or subject.
- Get Academic Data for AllGets academic structure data for all classes, sections, and subjects together.
- Get Academic SessionsGets the data of all unlocked academic sessions.
- Get Account EntriesRetrieves ledger entries for a given account and optionally filters them by ledger, date, or entry number.
- Get Admin DataRetrieves a list of administrators to verify the connection and view admin info.
- Get Agent DataGets agent information using the API.
- Get AssessmentsRetrieves all assessments for a particular academic session from Classe365.
- Get Attendance by DateFetches attendance data for all students across all classes, sections, and sessions for a specific date.
- Get Attendance by DateReturns attendance data for all students on a specific date in Linear View (LV) format.
- Get Attendance DataRetrieves attendance data for a specific academic session, class, section, and date, optionally filtered by subject and session.
- Get Attendance SettingsRetrieves the attendance settings for a given academic session.
- Get Fees DataRetrieves fees, invoices, and payments data from Classe365. You can get all fees or filter by a specific fee, invoice, or payment. Supports optional date filtering for invoices.
- Get Form Submission DetailsGets details of a particular form submission.
- Get InvoicesRetrieves invoice data from Classe365 based on optional filters such as fee ID, status, type, recurring flag, and date ranges. Supports pagination and returns JSON-formatted invoice records.
- Get Ledger Account DataAllows you to get ledger account data.
- Get Student AttributesRetrieves all student attribute fields and their configurations, such as name, type, required status, and visibility.
- Get Student DataRetrieves student information from Classe365 based on an academic session and optional filters such as student ID, admission number, or class.
- Get Student ScoresFetches the assessment scores for multiple students in a given academic session, with optional pagination.
- Get Submission DataGets submissions information using the API.
- Get Task DataRetrieves task information using the API.
- Get Teachers DataRetrieves teachers' data from Classe365.
- Get Total Student CountRetrieves the total number of students in the system for your organization.
- Make an API CallPerforms an arbitrary authorized API call.
- Update Student StatusUpdates the status of one or more students to active or alumni, accepting up to 20 students per request.
- Update Student Subject StatusUpdates the enrollment status of a student for a specific subject.
- Watch StudentsTriggers when new students are added to a selected academic session.
- Watch TeachersTriggers when new teachers are added to a selected session.
IntakeQ modules
- Add a Tag to a ClientAdds a tag to a specific client.
- Cancel an AppointmentCancels an appointment using the specified parameters.
- Copy a FormCopies a form from your master account to a practice.
- Create a Form Authentication TokenCreates a form authentication token for a user to enable access.
- Create a PracticeCreates a practice for an organization or individual.
- Create a PractitionerCreates a practitioner in the system.
- Create an AppointmentCreates an appointment in the system.
- Create an AssistantCreates a new assistant with specified parameters.
- Create an Intake FormCreates an intake form to collect user information.
- Create or Update a ClientCreates or updates a client in the system.
- Delete a FileDeletes a file from the service.
- Delete a PracticeDeletes a practice from the database.
- Delete a PractitionerDeletes a practitioner from the system.
- Delete an AssistantDeletes an assistant from the system.
- Disable a PractitionerDisables a practitioner in the system.
- Download a FileDownloads a file from a specified source.
- Download a Note (PDF)Downloads a note in PDF format.
- Download an Intake FormDownloads an intake form in PDF format.
- Enable a PractitionerEnables a practitioner in the system.
- Get a Practice API KeyRetrieves a practice API key for use in development or testing.
- Get a Treatment NoteRetrieves a treatment note from the service.
- Get an AppointmentRetrieves an appointment based on specified criteria.
- Get an Intake FormRetrieves an intake form.
- Get an InvoiceRetrieves an invoice.
- Get Client DiagnosesRetrieves all client diagnoses.
- Get Client FilesRetrieves all client files.
- Get FoldersRetrieves all folders from the specified service.
- Get PractitionersRetrieves a list of all practitioners.
- Get Questionnaire TemplatesRetrieves all questionnaire templates.
- List AppointmentsRetrieves a list of all appointments.
- List AssistantsRetrieves a list of all assistants.
- List ClaimsRetrieves a list of all claims.
- List ClientsRetrieves a list of all clients.
- List Intake FormsRetrieves all intake forms.
- List InvoicesRetrieves a list of all invoices.
- List Master FormsRetrieves all master forms.
- List Practice FormsRetrieves all practice forms.
- List PracticesRetrieves a list of all practices.
- List PractitionersRetrieves a list of all practitioners.
- List Treatment NotesRetrieves all treatment notes.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove a Tag from a ClientRemoves a tag from a client.
- Resend a QuestionnaireSends a questionnaire again to a specified email or user.
- Send a QuestionnaireSends a questionnaire to the specified recipients.
- Transfer Client DataTransfers client data from one practitioner to another.
- Transfer Client OwnershipTransfers client ownership from one practitioner to another.
- Update a PracticeUpdates a practice with the specified details.
- Update a PractitionerUpdates a practitioner's information in the system.
- Update an AppointmentUpdates an appointment in the system.
- Update an AssistantUpdates an assistant's configuration or details.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Classe365 and IntakeQ integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Classe365 and IntakeQ.
Connect your Classe365 and IntakeQ accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Classe365's "Watch Students" fires, WEXTL can "Add a Tag to a Client" in IntakeQ. Classe365 has 2 triggers (including Watch Students and Watch Teachers); IntakeQ has 51 actions (including Add a Tag to a Client, Cancel an Appointment, and Copy a Form). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Classe365-to-IntakeQ automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Classe365 (or IntakeQ) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Classe365 + IntakeQ automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Classe365 and IntakeQ integration.
- Classe365 and IntakeQ integration source code, module specs and credentials implementation.
- Our Classe365 and IntakeQ integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Classe365 and IntakeQ — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Classe365 integration information
- IntakeQ integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library