Requirements
Meritto requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Meritto credentials
Connect Meritto in WEXTL
- Log in to your WEXTL account, add the Meritto 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 Meritto 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 →

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 →
Meritto node modules
The list below is a reference of every Meritto node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Meritto node module below — each one opens to show its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
Lead ID | text |
Activity code | text |
Activity performed | text |
Created on | date |
| Field | Type |
|---|---|
Application no | text |
Application stage | text |
Payment status | text |
Payment method | text |
Form start date | date |
Application completion date | text |
Last updated date | date |
Form status | text |
Form completion percentage | number |
Lead ID | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
| Field | Type |
|---|---|
Product ID | text |
Product name | text |
Forms | array |
| Field | Type |
|---|---|
Team ID | number |
Name | text |
Team parent ID | number |
User count | number |
| Field | Type |
|---|---|
Lead ID | text |
Ticket ID | text |
Created on | date |
Status | text |
Assigned to | text |
Last updated on | date |
Category | text |
Ticket description | text |
| Field | Type |
|---|---|
FormRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Job IDRequired | text |
| Field | Type |
|---|---|
Master Data IDsRequired | array |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Title | text |
Is active | boolean |
Machine key | text |
Show in all form | boolean |
Sort order | number |
Created by | object |
ID | text |
Name | text |
Created on | date |
Updated by | object |
ID | text |
Name | text |
Updated on | date |
Immediate parent | object |
ID | number |
Name | text |
First parent | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
UserRequired | choice |
| Field | Type |
|---|---|
First name | text |
Last name | text |
Email | |
Country dialcode | text |
Mobile no | text |
Dob | text |
Address | object |
Country | text |
State | text |
City | text |
Zipcode | text |
Mailing address | text |
Social info | object |
Linkedin | text |
Facebook | text |
Twitter | text |
Role | object |
ID | number |
Name | text |
Assigned forms | array |
Permission group | object |
ID | number |
Name | text |
Teams | array |
Status | text |
| Field | Type |
|---|---|
FormRequired | choice |
FieldsRequired | array |
Filter Condition | choice |
Filters | array |
Sorting | object |
Sort By | text |
Sort Order | choice |
Limit | number |
| Field | Type |
|---|---|
Application no | text |
Application stage | text |
Payment status | text |
Payment method | text |
Form start date | date |
Application completion date | text |
Last updated date | date |
Form status | text |
Form completion percentage | number |
Lead ID | text |
| Field | Type |
|---|---|
FormRequired | choice |
Payment ProductRequired | choice |
Filter Condition | choice |
Sorting | object |
Sort By | text |
Sort Order | choice |
Filters | array |
Limit | number |
| Field | Type |
|---|---|
Transaction ID | text |
Order ID | text |
Product name | text |
Payment method | text |
Payment status | text |
Total amount | text |
Discount amount | text |
Discount coupon code | text |
Payment amount | text |
Remaining amount | text |
Agent name | text |
Approved by | text |
Application no | text |
Form ID | number |
Registered email | |
Registered mobile | text |
Name | text |
Lead ID | text |
Payment start date | date |
Payment completion date | date |
| Field | Type |
|---|---|
Lead IDRequired | choice |
Email Verification Status | boolean |
Mobile Verification Status | boolean |
| Field | Type |
|---|---|
FormRequired | choice |
Email | |
Search CriteriaRequired | choice |
DataRequired | object |
Field 447557 | text |
| Field | Type |
|---|---|
Opportunity List IDRequired | text |
Opportunity IDRequired | text |
Opportunity Stage | text |
| Field | Type |
|---|---|
UserRequired | choice |
Permission Group | choice |
Teams | array |
Forms | array |
Assign All Forms | boolean |
Is Active | boolean |
| Field | Type |
|---|---|
Master DataRequired | choice |
TitleRequired | text |
Description | text |
Is Active | boolean |
| Field | Type |
|---|---|
Master Data Value IDRequired | choice |
DataRequired | object |
Title | text |
Is Active | boolean |
Show In All Forms | boolean |
Sort Order | number |
Templates
Look for Meritto templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Endear[2]Retail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- DolibarrOpen-source ERP and CRM suite for invoices, customers, and business operations.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
References
- WEXTL® Meritto Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Meritto.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12
