IntakeQ Integrations

Patient intake and practice management platform for forms, clients, and appointments. Connect IntakeQ to AI agents, automate workflows, and scale with confidence.

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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.
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 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 a PracticeCreates a practice for an organization or individual.
Create a PractitionerCreates a practitioner in the system.
Create or Update a ClientCreates or updates a client in the system.
Delete a FileDeletes a file from the service.
Delete an AssistantDeletes an assistant from the system.
Delete a PracticeDeletes a practice from the database.
Delete a PractitionerDeletes a practitioner from the system.
Disable a PractitionerDisables a practitioner in the system.
Download a FileDownloads a file from a specified source.