STEP 1
Select Meritto in workflow
Pick Meritto app in the workflow builder [4] - just one click to select the app.
Meritto Integration
Education CRM and admissions platform for managing leads, applications, and student enrollment. Turn Meritto record changes into automated workflows for sales and customer teams. Start with Watch Activities, then connect actions such as Get Activity by Date Range and Get Activity by Lead ID to what happens next.
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Supported triggers and actions for Meritto integration
Triggers can detect changes in Meritto and run actions that can create, search or modify data inside Meritto automatically [3] — exactly how you set them.
- Watch ActivitiesTriggers when a new activity is recorded.
- Watch ApplicationsTriggers when a new application is created or an existing one is updated.
- Watch FormsTriggers when a new form is created or an existing form is modified.
- Watch Payment ProductsTriggers when a payment product event occurs.
- Watch TeamsTriggers when there are new events involving teams.
- Watch TicketsTriggers when new tickets are created or updated.
- Get Activity by Date RangeRetrieves activities within a specified date range.
- Get Activity by Lead IDRetrieves activities associated with a specific lead ID.
- Get Activity CodesRetrieves activity codes from the service and returns them as a list.
- Get a Master Data Child List by IDRetrieves a master data child list using a specific ID.
- Get Application StagesRetrieves the stages of an application process.
- Get Application Sub StagesRetrieves application sub stages for a given application.
- Get a Roles ListRetrieves a list of roles from the service.
- Get Form Field DetailsRetrieves details of a specific form field.
- Get Job StatusRetrieves the current status of a specified job in the system.
- Get Lead DetailsRetrieves the details of a lead using their mobile number.
- Get Lead DetailsRetrieves lead details by email address.
- Get Lead Details by IDRetrieves the details of a lead using their unique ID.
- Get Lead FieldsRetrieves lead fields from the service.
- Get Master Data DetailsRetrieves master data details using an ID.
How to integrate Meritto in automation workflow?
3 simple steps to make your Meritto connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Meritto
When prompted, authorize access to Meritto in WEXTL once. Meritto credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Meritto account. Approve?
STEP 3
Build a workflow
Build your workflow with Meritto yourself or with WEXTL® AI Builder. Connect Meritto to any available integrations [5], or use HTTP node to go beyond them.
Meritto
How Meritto connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Meritto app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Meritto supports.
The following table illustrates what fields Meritto integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Meritto is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Access KeyRequired | text | Your Access Key. Found under Settings > Institute Configuration > Manage Registration Field > View JSON. |
Secret KeyRequired | password | Your Secret Key. Found under Settings > Institute Configuration > Manage Registration Field > View JSON. |
Connect Meritto to popular apps on WEXTL
Enter a name of the other app you want to sync with Meritto below. Click on selected app to explore integration options with Meritto. 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 Meritto integration
Select Watch Applications trigger from Meritto - this will be a starting point in your automation. Whenever event happens in Meritto, workflow will start [7] from Watch Applications node.
Search for Add Master Data, connect it as the next step of integration sequence. You can use filters between Watch Applications and Add Master Data, so only important data pass from Watch Applications to the next step. WEXTL gives you full control over the process of Meritto automation. All parts of workflow are visible on the canvas [4].
Meritto on WEXTL has 51 modules for combining crm automations. Explore Meritto documentation for more.
Video slide demonstrates how Watch Applications and Add Master Data [6] nodes are used in Meritto workflow.
Frequently asked questions
Common questions about automating Meritto in your workflows.
Meritto has 6 triggers, including "Watch Activities", "Watch Applications", and "Watch Forms", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 45 actions, including "Get Activity by Date Range", "Get Activity by Lead ID", and "Get Activity Codes", and more. Refer to our Meritto 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 Meritto integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Meritto official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Meritto 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 Meritto 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 Meritto 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 Meritto 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 Meritto integration.
- Meritto integration source code, module specs and credentials implementation.
- Internal Meritto integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Meritto 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® Meritto App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation