IntakeQ

Patient intake and practice management platform for forms, clients, and appointments.

4 triggers21 searches30 actionsPollingAuth: API key

AI-assisted documentation19 min read

This documentation is compiled from our integration source code, internal specs for IntakeQ, its official API documentation and anonymized requests logs we collect from our support team[2].

Open IntakeQ on WEXTL →

Requirements

Before you set up the credential, make sure you have an active IntakeQ account and an API access token from your account settings ready.[3]

Get your IntakeQ credentials

Credential type option 1

IntakeQ

API KeypasswordRequired
Log in to IntakeQ → go to Settings → Integrations → API and copy your API Key from the developer section.
[1]

Credential type option 2

IntakeQ Partner

Partner KeypasswordRequired
To obtain your Partner API key, contact IntakeQ customer support via [email protected] or your assigned point of contact.
[1]

Connect IntakeQ in WEXTL

Log in to your WEXTL account, add the IntakeQ node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your IntakeQ account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting IntakeQ to WEXTL® — Video slide demonstrates how to integrate IntakeQ in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate IntakeQ in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

IntakeQ node modules

The list below is a reference of every IntakeQ node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Each IntakeQ node module below opens to reveal its input parameters, outputs, and connection requirements.

Watch AppointmentsTrigger

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	date
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service	text
Location	text
Price	number
Practitioner email	text
Practitioner name	text
Date created	date
Intake ID	text
External client ID	text
Booked by client	boolean
Created by	text

Watch ClientsTrigger

Output fields[3]

Field	Type
Client ID	number
Name	text
First name	text
Last name	text
Middle name	text
Email	text
Phone	text
Date of birth	date
Marital status	text
Gender	text
Tags	array
Archived	boolean
Home phone	text
Work phone	text
Mobile phone	text
Address	text
Unit number	text
Street address	text
City	text
State short	text

27other output fields

Watch InvoicesTrigger

Output fields[3]

Field	Type
ID	text
Number	number
Client name	text
Client email	text
Client ID	text
Client ID number	number
Status	text
Issued date	date
Due date	date
Date created	date
Last modified	date
Currency iso	text
Discount amount	number
Discount percent	number
Discount type	text
Sub total	number
Total amount	number
Amount due	number
Amount paid	number
Note to client	text

10other output fields

Watch NotesTrigger

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date	date
Note name	text
Practitioner email	text
Practitioner name	text
Practitioner ID	text

Get a Practice API KeyAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Output fields[3]

Field	Type
API key	text

Get a Treatment NoteAction

Input fields[3]

Field	Type
Note IDRequired	choice

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date	date
Note name	text
Practitioner email	text
Practitioner name	text
Practitioner ID	text
Questions	array
Appointment ID	text

Get an AppointmentAction

Input fields[3]

Field	Type
Appointment IDRequired	choice

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Get an Intake FormAction

Input fields[3]

Field	Type
Intake Form IDRequired	choice

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date created	date
Date submitted	date
Questionnaire name	text
Practitioner	text
Practitioner name	text
Questions	array
Appointment ID	text
External client ID	text
Consent forms	array

Get an InvoiceAction

Input fields[3]

Field	Type
Invoice IDRequired	choice

Output fields[3]

Field	Type
ID	text
Number	number
Client name	text
Client email	text
Client ID	text
Client ID number	number
Status	text
Issued date	date
Due date	date
Date created	date
Last modified	date
Currency iso	text
Discount amount	number
Discount percent	number
Discount type	text
Sub total	number
Total amount	number
Amount due	number
Amount paid	number
Note to client	text

10other output fields

Get Client DiagnosesSearch

Input fields[3]

Field	Type
Client IDRequired	choice
Limit	number

Output fields[3]

Field	Type
Code	text
Description	text
Date	date
End date	date
Note ID	text

Get Client FilesSearch

Input fields[3]

Field	Type
Client IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Date created	date
Size	number
File name	text
Content type	text
Folder ID	text

Get FoldersSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text

Get PractitionersSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Complete name	text
First name	text
Last name	text
Email	text
External practitioner ID	text

Get Questionnaire TemplatesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Archived	boolean
Anonymous	boolean

List AppointmentsSearch

Input fields[3]

Field	Type
Client	text
Start Date	date
End Date	date
Status	choice
Practitioner Email	email
Updated Since	date
Deleted Only	boolean
Limit	number

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	date
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service	text
Location	text
Price	number
Practitioner email	text
Practitioner name	text
Date created	date
Intake ID	text
External client ID	text
Booked by client	boolean
Created by	text

List AssistantsSearch

Input fields[3]

Field	Type
Practice IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Email	text
Role name	text
External assistant ID	text
Practitioner ids	array

List ClaimsSearch

Input fields[3]

Field	Type
Client ID	choice
Start Date	date
End Date	date
Limit	number

Output fields[3]

Field	Type
Status	number
Patient first name	text
Patient middle initial	text
Patient last name	text
Patient date of birth	text
Patient gender	text
Patient street address	text
Patient city	text
Patient state	text
Patient zip	text
Patient phone area code	text
Patient phone number	text
Payer name	text
Payer street address	text
Payer city	text
Payer state	text
Payer zip	text
Client relationship to insured	text
Insured first name	text
Insured middle initial	text

55other output fields

List ClientsSearch

Input fields[3]

Field	Type
Search	text
Date Created Start	date
Date Created End	date
Date Updated Start	date
Date Updated End	date
External Client ID	text
Deleted Only	boolean
Limit	number

Output fields[3]

Field	Type
Client ID	number
Name	text
First name	text
Last name	text
Middle name	text
Email	text
Phone	text
Date of birth	date
Marital status	text
Gender	text
Tags	array
Archived	boolean
Home phone	text
Work phone	text
Mobile phone	text
Address	text
Unit number	text
Street address	text
City	text
State short	text

27other output fields

List Intake FormsSearch

Input fields[3]

Field	Type
Client	text
Start Date	date
End Date	date
All Intakes	boolean
Client ID	choice
External Client ID	text
Updated Since	date
Deleted Only	boolean
Limit	number

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date created	date
Date submitted	date
Questionnaire name	text
Questionnaire ID	text
Practitioner	text
Practitioner name	text
External client ID	text

List InvoicesSearch

Input fields[3]

Field	Type
Client ID	number
Start Date	date
End Date	date
Status	choice
Practitioner Email	email
Last Updated Start Date	date
Last Updated End Date	date
Limit	number

Output fields[3]

Field	Type
ID	text
Number	number
Client name	text
Client email	text
Client ID	text
Client ID number	number
Status	text
Issued date	date
Due date	date
Date created	date
Last modified	date
Currency iso	text
Discount amount	number
Discount percent	number
Discount type	text
Sub total	number
Total amount	number
Amount due	number
Amount paid	number
Note to client	text

10other output fields

List Master FormsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Archived	boolean
Type	text

List Practice FormsSearch

Input fields[3]

Field	Type
Practice IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Archived	boolean
Type	text

List PracticesSearch

Input fields[3]

Field	Type
Practice ID	choice
Email	email
External Practice ID	text
Limit	number

Output fields[3]

Field	Type
ID	text
Practice name	text
First name	text
Last name	text
Email	text
External practice ID	text
Date created	date
Street address	text
City	text
State	text
Postal code	text

List PractitionersSearch

Input fields[3]

Field	Type
Practice IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Complete name	text
First name	text
Last name	text
Email	text
Role name	text
External practitioner ID	text

List Treatment NotesSearch

Input fields[3]

Field	Type
Client	text
Client ID	choice
Status	choice
Start Date	date
End Date	date
Updated Since	date
Deleted Only	boolean
Limit	number

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date	date
Note name	text
Practitioner email	text
Practitioner name	text
Practitioner ID	text

Add a Tag to a ClientAction

Input fields[3]

Field	Type
Client IDRequired	choice
TagRequired	text

Cancel an AppointmentAction

Input fields[3]

Field	Type
Appointment IDRequired	choice
Reason	text

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Copy a FormAction

Input fields[3]

Field	Type
Source Master Form IDRequired	choice
Destination Practice IDRequired	choice
Copy Attached Consent Forms	boolean

Output fields[3]

Field	Type
ID	text
Name	text
Archived	boolean
Type	text

Create a Form Authentication TokenAction

Input fields[3]

Field	Type
Practice IDRequired	choice
Intake Form IDRequired	choice

Output fields[3]

Field	Type
Token	text
URL	text
Expiration	date

Create a PracticeAction

Input fields[3]

Field	Type
Practice NameRequired	text
First NameRequired	text
Last NameRequired	text
EmailRequired	email
External Practice ID	text

Output fields[3]

Field	Type
ID	text
Practice name	text
First name	text
Last name	text
Email	text
External practice ID	text
Date created	text
Street address	text
City	text
State	text
Postal code	text
Forms enabled	boolean
Booking enabled	boolean

Create a PractitionerAction

Input fields[3]

Field	Type
Practice IDRequired	choice
First NameRequired	text
Last NameRequired	text
EmailRequired	email
Role NameRequired	text
External Practitioner ID	text

Output fields[3]

Field	Type
ID	text
Complete name	text
First name	text
Last name	text
Email	text
Role name	text
External practitioner ID	text

Create an AppointmentAction

Input fields[3]

Field	Type
Practitioner IDRequired	choice
Client IDRequired	choice
Service IDRequired	choice
Location IDRequired	choice
StatusRequired	choice
UTC Date TimeRequired	date
Send Client Email Notification	boolean
Reminder Type	choice

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Create an AssistantAction

Input fields[3]

Field	Type
Practice IDRequired	choice
NameRequired	text
EmailRequired	email
Role NameRequired	text
External Assistant ID	text

Output fields[3]

Field	Type
ID	text
Name	text
Email	text
Role name	text
External assistant ID	text
Practitioner ids	array

Create an Intake FormAction

Input fields[3]

Field	Type
Practice IDRequired	choice
Client ID	choice
Client Name	text
Client Email	email
Client Phone	text
Questionnaire ID	choice
External Client ID	text

Output fields[3]

Field	Type
ID	text
Client name	text
Client email	text
Client ID	number
Status	text
Date created	date
Date submitted	date
Questionnaire name	text
Practitioner	text
Practitioner name	text
Questions	array
Appointment ID	text
External client ID	text
URL	text
Password	text
Consent forms	array

Create or Update a ClientAction

Input fields[3]

Field	Type
Client IDRequired	choice
NameRequired	text
First Name	text
Last Name	text
Middle Name	text
Email	email
Phone	text
Date of Birth	date
Marital Status	text
Gender	choice
Archived	boolean
Home Phone	text
Work Phone	text
Mobile Phone	text
Address	text
Unit Number	text
Street Address	text
City	text
State Short	text
Country	text

21other input fields

Output fields[3]

Field	Type
Client ID	number
Name	text
First name	text
Last name	text
Middle name	text
Email	text
Phone	text
Date of birth	date
Marital status	text
Gender	text
Tags	array
Archived	boolean
Home phone	text
Work phone	text
Mobile phone	text
Address	text
Unit number	text
Street address	text
City	text
State short	text

27other output fields

Delete a FileAction

Input fields[3]

Field	Type
File IDRequired	text

Delete a PracticeAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Delete a PractitionerAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Delete an AssistantAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Disable a PractitionerAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Download a FileAction

Input fields[3]

Field	Type
File IDRequired	text

Download a Note (PDF)Action

Input fields[3]

Field	Type
Note IDRequired	choice

Download an Intake FormAction

Input fields[3]

Field	Type
Intake Form IDRequired	choice
downloadConsentForm	boolean

Enable a PractitionerAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Make an API Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Remove a Tag from a ClientAction

Input fields[3]

Field	Type
Client IDRequired	choice
TagRequired	text

Resend a QuestionnaireAction

Input fields[3]

Field	Type
Intake IDRequired	choice
Delivery Method	choice

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Send a QuestionnaireAction

Input fields[3]

Field	Type
Client IDRequired	choice
Client NameRequired	text
Client EmailRequired	email
Client Phone	text
Questionnaire ID	choice
Practitioner ID	choice
External Client ID	text

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Transfer Client DataAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Transfer Client OwnershipAction

Input fields[3]

Field	Type
Practice IDRequired	choice

Update a PracticeAction

Input fields[3]

Field	Type
ID	choice
Practice NameRequired	text
First NameRequired	text
Last NameRequired	text
EmailRequired	email
External Practice ID	text
Street Address	text
City	text
State	text
Postal Code	text
Forms Enabled	boolean
Booking Enabled	boolean

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Update a PractitionerAction

Input fields[3]

Field	Type
Practice IDRequired	choice
External Practitioner ID	text
First Name	text
Last Name	text
Email	email
Role Name	text

Output fields[3]

Field	Type
ID	text
Complete name	text
First name	text
Last name	text
Email	text
Role name	text
External practitioner ID	text

Update an AppointmentAction

Input fields[3]

Field	Type
Appointment IDRequired	choice
UTC Date TimeRequired	date
Service ID	choice
Location ID	choice
Status	choice
Send Client Email Notification	boolean
Reminder Type	choice

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Update an AssistantAction

Input fields[3]

Field	Type
Practice IDRequired	choice
Name	text
Last Name	text
Email	email
Role Name	text
ID	text
External Assistant ID	text

Output fields[3]

Field	Type
ID	text
Name	text
Email	text
Role name	text
External assistant ID	text
Practitioner ids	array

Upload a FileAction

Input fields[3]

Field	Type
Client ID	choice
FileRequired	text

Output fields[3]

Field	Type
Appointment package ID	text
Appointment package name	text
Procedures	array
ID	text
Client name	text
Client email	text
Client phone	text
Client date of birth	text
Client ID	number
Status	text
Start date	date
End date	date
Duration	number
Service name	text
Service ID	text
Location name	text
Location ID	text
Price	number
Practitioner name	text
Practitioner email	text

29other output fields

Templates

Look for IntakeQ templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Support category →

References

WEXTL® IntakeQ Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for IntakeQ.
WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:11

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