About this integration
Patient intake and practice management platform for forms, clients, and appointments. This integration exposes its full API as workflow modules.
The integration includes 4 triggers, 21 search modules and 30 actions. Connections use basic or basic authentication.
How to connect
The credential form asks for API Key and Partner Key.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
Connecting IntakeQ to WEXTL®
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Log in to IntakeQ → go to Settings → Integrations → API and copy your API Key from the developer section. |
| Field | Type | Help |
|---|---|---|
Partner KeyRequired | password | To obtain your Partner API key, contact IntakeQ customer support via [email protected] or your assigned point of contact. |
Use it in workflow automation
Start with Watch Appointments, then add Add a Tag to a Client.
The canvas below runs Watch Appointments into Add a Tag to a Client — watch the video, then drop a node onto the canvas.
Select the Watch Clients trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Add a Tag to a Client as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 34 ready-made modules for support work — each run logs its inputs and outputs for debugging.
IntakeQ workflow on the canvas: Watch Clients then Add a Tag to a Client
Triggers, searches and actions
Browse every IntakeQ module field below: 4 triggers, 21 searchs, and 30 actions you can drop onto the canvas.
Triggers
This integration includes 4 triggers — start a workflow the moment something changes in the app.
- Watch Appointments
- Watch Clients
- Watch Invoices
- Watch Notes
Searches
Use any of 21 search modules to retrieve records without leaving the workflow canvas.
- Get an Appointment
- Get an Intake Form
- Get an Invoice
- Get a Practice API Key
- Get a Treatment Note
16more searches
Actions
This integration includes 30 action modules — create, update, or delete records as part of any workflow.
- Add a Tag to a Client
- Cancel an Appointment
- Copy a Form
- Create a Form Authentication Token
- Create an Appointment
25more actions
Explore the fields available for each IntakeQ trigger, search, and action.
Triggers
Output fields
| 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 |
Output fields
| 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
Output fields
| 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
Output fields
| 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 |
Searches
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | choice |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Intake Form IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Output fields
| Field | Type |
|---|---|
API key | text |
Input fields
| Field | Type |
|---|---|
Note IDRequired | choice |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Code | text |
Description | text |
Date | date |
End date | date |
Note ID | text |
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Date created | date |
Size | number |
File name | text |
Content type | text |
Folder ID | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Complete name | text |
First name | text |
Last name | text |
Email | text |
External practitioner ID | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Archived | boolean |
Anonymous | boolean |
Input fields
| Field | Type |
|---|---|
Client | text |
Start Date | date |
End Date | date |
Status | choice |
Practitioner Email | |
Updated Since | date |
Deleted Only | boolean |
Limit | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Email | text |
Role name | text |
External assistant ID | text |
Practitioner ids | array |
Input fields
| Field | Type |
|---|---|
Client ID | choice |
Start Date | date |
End Date | date |
Limit | number |
Output fields
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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 |
Input fields
| Field | Type |
|---|---|
Client ID | number |
Start Date | date |
End Date | date |
Status | choice |
Practitioner Email | |
Last Updated Start Date | date |
Last Updated End Date | date |
Limit | number |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Archived | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Archived | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Practice ID | choice |
Email | |
External Practice ID | text |
Limit | number |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Complete name | text |
First name | text |
Last name | text |
Email | text |
Role name | text |
External practitioner ID | text |
Input fields
| 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
| 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 |
Actions
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
TagRequired | text |
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | choice |
Reason | text |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Source Master Form IDRequired | choice |
Destination Practice IDRequired | choice |
Copy Attached Consent Forms | boolean |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Archived | boolean |
Type | text |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Intake Form IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Token | text |
URL | text |
Expiration | date |
Input fields
| 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
| 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
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
NameRequired | text |
EmailRequired | |
Role NameRequired | text |
External Assistant ID | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Email | text |
Role name | text |
External assistant ID | text |
Practitioner ids | array |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Client ID | choice |
Client Name | text |
Client Email | |
Client Phone | text |
Questionnaire ID | choice |
External Client ID | text |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Practice NameRequired | text |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
External Practice ID | text |
Output fields
| 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 |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
Role NameRequired | text |
External Practitioner ID | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Complete name | text |
First name | text |
Last name | text |
Email | text |
Role name | text |
External practitioner ID | text |
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
NameRequired | text |
First Name | text |
Last Name | text |
Middle Name | text |
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
| 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
Input fields
| Field | Type |
|---|---|
File IDRequired | text |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
File IDRequired | text |
Input fields
| Field | Type |
|---|---|
Intake Form IDRequired | choice |
downloadConsentForm | boolean |
Input fields
| Field | Type |
|---|---|
Note IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
TagRequired | text |
Input fields
| Field | Type |
|---|---|
Intake IDRequired | choice |
Delivery Method | choice |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Client IDRequired | choice |
Client NameRequired | text |
Client EmailRequired | |
Client Phone | text |
Questionnaire ID | choice |
Practitioner ID | choice |
External Client ID | text |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Input fields
| 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
| 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
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
Name | text |
Last Name | text |
Email | |
Role Name | text |
ID | text |
External Assistant ID | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Email | text |
Role name | text |
External assistant ID | text |
Practitioner ids | array |
Input fields
| Field | Type |
|---|---|
ID | choice |
Practice NameRequired | text |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
External Practice ID | text |
Street Address | text |
City | text |
State | text |
Postal Code | text |
Forms Enabled | boolean |
Booking Enabled | boolean |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Practice IDRequired | choice |
External Practitioner ID | text |
First Name | text |
Last Name | text |
Email | |
Role Name | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Complete name | text |
First name | text |
Last name | text |
Email | text |
Role name | text |
External practitioner ID | text |
Input fields
| Field | Type |
|---|---|
Client ID | choice |
FileRequired | text |
Output fields
| 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