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.
Watch ActivitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Lead ID | text |
| Activity code | text |
| Activity performed | text |
| Created on | date |
Watch ApplicationsTrigger
Output fields[3]
| 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 |
Watch FormsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
Watch Payment ProductsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Product ID | text |
| Product name | text |
| Forms | array |
Watch TeamsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Team ID | number |
| Name | text |
| Team parent ID | number |
| User count | number |
Watch TicketsTrigger
Output fields[3]
| 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 |
Get a Master Data Child List by IDSearch
Get a Roles ListSearch
Get Activity by Date RangeSearch
Get Activity by Lead IDSearch
Get Activity CodesSearch
Get Application StagesSearch
Get Application Sub StagesSearch
Input fields[3]
| Field | Type |
|---|---|
FormRequired | choice |
| Limit | number |
Get Form Field DetailsSearch
Get Job StatusAction
Input fields[3]
| Field | Type |
|---|---|
Job IDRequired | text |
Get Lead DetailsAction
Get Lead DetailsSearch
Get Lead Details by IDAction
Get Lead FieldsSearch
Get Master Data DetailsSearch
Input fields[3]
| Field | Type |
|---|---|
Master Data IDsRequired | array |
| Limit | number |
Output fields[3]
| 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 |
Get Paragraph DetailsSearch
Get Permission GroupsSearch
Get Ticket CategoriesSearch
Get Ticket DetailsAction
Get User DetailsAction
Input fields[3]
| Field | Type |
|---|---|
UserRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| First name | text |
| Last name | text |
| Country dialcode | text |
| Mobile no | text |
| Dob | text |
| Address | object |
| Country | text |
| State | text |
| City | text |
| Zipcode | text |
| Mailing address | text |
| Social info | object |
| text | |
| text | |
| text | |
| Role | object |
| ID | number |
| Name | text |
| Assigned forms | array |
| Permission group | object |
| ID | number |
| Name | text |
| Teams | array |
| Status | text |
List ApplicationsSearch
Input fields[3]
| Field | Type |
|---|---|
FormRequired | choice |
FieldsRequired | array |
| Filter Condition | choice |
| Filters | array |
| Sorting | object |
| Sort By | text |
| Sort Order | choice |
| Limit | number |
Output fields[3]
| 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 |
List LeadsSearch
List Master DataSearch
List Payment ProductsSearch
List PaymentsSearch
Input fields[3]
| Field | Type |
|---|---|
FormRequired | choice |
Payment ProductRequired | choice |
| Filter Condition | choice |
| Sorting | object |
| Sort By | text |
| Sort Order | choice |
| Filters | array |
| Limit | number |
Output fields[3]
| 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 |
List TeamsSearch
List TicketsSearch
List UsersSearch
Add Master DataAction
Add Master Data ValuesAction
Bulk Create or Update LeadsAction
Create a LeadAction
Create a UserAction
Create an ApplicationAction
Create an OpportunityAction
Create or Update a LeadAction
Create or Update an ApplicationAction
Delete a LeadAction
Make an API Calluniversal
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
| Email Verification Status | boolean |
| Mobile Verification Status | boolean |
Update a UserAction
Input fields[3]
| Field | Type |
|---|---|
UserRequired | choice |
| Permission Group | choice |
| Teams | array |
| Forms | array |
| Assign All Forms | boolean |
| Is Active | boolean |
Update an ApplicationAction
Input fields[3]
| Field | Type |
|---|---|
FormRequired | choice |
Search CriteriaRequired | choice |
DataRequired | object |
| Field 447557 | text |
Update an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
Opportunity List IDRequired | text |
Opportunity IDRequired | text |
| Opportunity Stage | text |
Update Master DataAction
Input fields[3]
| Field | Type |
|---|---|
Master DataRequired | choice |
TitleRequired | text |
| Description | text |
| Is Active | boolean |
Update Master Data ValuesAction
Input fields[3]
| 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
- Clientify[2]CRM 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.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
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