IntakeQ Integration

Patient intake and practice management platform for forms, clients, and appointments. Bring IntakeQ into AI assisted support workflows for faster triage and follow up. Start from Watch Appointments and let Get a Practice API Key or Get a Treatment Note handle the next step automatically.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for IntakeQ integration

Triggers can detect changes in IntakeQ and run actions that can create, search or modify data inside IntakeQ automatically [3] — exactly how you set them.

Watch AppointmentsTriggers when a new appointment is created.
Watch ClientsTriggers when a new client is created.
Watch InvoicesTriggers when a new invoice is created.
Watch NotesTriggers when a new note is created.
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.
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.
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.
Upload a FileUploads a file to the specified location in the service.

How to integrate IntakeQ in automation workflow?

3 simple steps to make your IntakeQ connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select IntakeQ in workflow

Pick IntakeQ app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect IntakeQ

When prompted, authorize access to IntakeQ in WEXTL once. IntakeQ credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your IntakeQ account. Approve?

STEP 3

Build a workflow

Build your workflow with IntakeQ yourself or with WEXTL® AI Builder. Connect IntakeQ to any available integrations [5], or use HTTP node to go beyond them.

IntakeQ

How IntakeQ connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever IntakeQ app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that IntakeQ supports.

Full IntakeQ API documentation

The following table illustrates what fields IntakeQ integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how IntakeQ is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	Log in to IntakeQ → go to Settings → Integrations → API and copy your API Key from the developer section.

Connect IntakeQ to popular apps on WEXTL

Enter a name of the other app you want to sync with IntakeQ below. Click on selected app to explore integration options with IntakeQ. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with IntakeQ integration

Select Watch Clients trigger from IntakeQ - this will be a starting point in your automation. Whenever event happens in IntakeQ, workflow will start [7] from Watch Clients node.

Search for Add a Tag to a Client, connect it as the next step of integration sequence. You can use filters between Watch Clients and Add a Tag to a Client, so only important data pass from Watch Clients to the next step. WEXTL gives you full control over the process of IntakeQ automation. All parts of workflow are visible on the canvas [4].

IntakeQ on WEXTL has 55 modules for crafting support automations. Explore IntakeQ documentation for more.

Video slide demonstrates how Watch Clients and Add a Tag to a Client nodes are used in IntakeQ workflow.

Video slide demonstrates how Watch Clients and Add a Tag to a Client [6] nodes are used in IntakeQ workflow.

Frequently asked questions

Common questions about automating IntakeQ in your workflows.

IntakeQ has 4 triggers, including "Watch Appointments", "Watch Clients", and "Watch Invoices", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 51 actions, including "Get a Practice API Key", "Get a Treatment Note", and "Get an Appointment", and more. Refer to our IntakeQ Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The IntakeQ integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by IntakeQ official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where IntakeQ provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever IntakeQ or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for IntakeQ inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with IntakeQ modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the IntakeQ integration.

IntakeQ integration source code, module specs and credentials implementation.
Internal IntakeQ integration documentation, structured input and output parameters, scopes, and authentication methods.
Official IntakeQ vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® IntakeQ App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

IntakeQ Integration

Supported triggers and actions for IntakeQ integration