What actions can I run in Meritto?

45 actions are available, including "Get Activity by Date Range", "Get Activity by Lead ID", and "Get Activity Codes", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Meritto Integrations

Education CRM and admissions platform for managing leads, applications, and student enrollment. When Meritto records change, notify teams, update sheets, or kick off follow-ups.

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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.
Get Paragraph DetailsRetrieves detailed information about a specific paragraph from a document.
Get Permission GroupsRetrieves permission groups from the service.
Get Ticket CategoriesRetrieves ticket categories from the service.
Get Ticket DetailsRetrieves details of a specified ticket.
Get User DetailsRetrieves details for a specific user, including their profile information and settings.
List ApplicationsRetrieves a list of applications from the service.
List FormsRetrieves a list of forms from the service.
List LeadsRetrieves a list of leads from the service.
List Master DataRetrieves master data records from the service and allows retrieving one or more results.
List Payment ProductsRetrieves a list of payment products available in the system.
List PaymentsRetrieves a list of payments from the service.
List TeamsRetrieves a list of teams from the service.
List TicketsRetrieves a list of tickets from the service.
List UsersRetrieves a list of users from the service.
Add Master DataAdds new master data to the system.
Add Master Data ValuesAdds master data values to the system.
Bulk Create or Update LeadsCreates or updates multiple leads at once.
Create a LeadCreates a lead in the system.
Create an ApplicationCreates a new application.
Create an OpportunityCreates a new opportunity.
Create a UserCreates a user in the service.
Create or Update a LeadCreates or updates a lead in the system.
Create or Update an ApplicationCreates a new application or updates an existing one.
Delete a LeadDeletes a lead from the records.
Make an API CallMakes an arbitrary API call to the specified service endpoint.
Update a LeadUpdates a lead's details in the CRM system.
Update an ApplicationUpdates the details of an existing application in the system.
Update an OpportunityUpdates an opportunity with new details or changes existing information.
Update a UserUpdates a user's details or information in the service.
Update Master DataUpdates master data within the service.
Update Master Data ValuesUpdates master data values within the system.

When to use Meritto

Common scenarios where Meritto automation saves time and reduces manual work.

Use Meritto's "Watch Activities" trigger to react the instant an event occurs and push data into connected tools.
Run "Get Activity by Lead ID" in Meritto from any upstream event — map fields once and let the automation handle the rest.
Combine "Watch Forms" from Meritto with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Meritto to WEXTL®

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.

Use in workflow automation

Start from Meritto’s Watch Applications trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add Master Data as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 51 ready-made steps for CRM work, and every run records what went in and what came back.

Meritto workflow on the canvas: Watch Applications then Add Master Data

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. Use them to start workflows the moment Meritto events fire — no polling required.

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.

Use in workflow automation

Start from Meritto’s Watch Applications trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add Master Data as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 51 ready-made steps for CRM work, and every run records what went in and what came back.

Meritto Integrations

When to use Meritto

How to connect

Use in workflow automation

Frequently asked questions

Meritto Integrations

When to use Meritto

How to connect

Connect Meritto to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Meritto to any app in workflows

Connect Meritto to any app in workflows

Connect Meritto to any app in workflows

Meritto Integrations

Meritto triggers and actions

When to use Meritto

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Meritto support?

What actions can I run in Meritto?

Do I need to write code to automate this?

Is the integration secure?

Meritto Integrations

Meritto triggers and actions

When to use Meritto

How to connect

Connect Meritto to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Meritto support?

What actions can I run in Meritto?

Do I need to write code to automate this?

Is the integration secure?

Connect Meritto to any app in workflows

Connect Meritto to any app in workflows

Connect Meritto to any app in workflows