IntakeQ is a robust tool for healthcare professionals, simplifying patient data collection through online forms, reminders, and secure e-signatures. Enhance your practice by managing appointments, clients, and practitioners efficiently. Get started today to streamline your administrative tasks.
Start today, cancel anytime.
Always up to date with latest API changes.
Trusted by SMBs.
Make.comAvailable Module Types
- All Modules (55)
- Action
- Search
- Universal
- Trigger (polling)
IntakeQ API Integration for Make.com
Create custom IntakeQ automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch Appointments
Triggers when a new appointment is scheduled.
Trigger (polling)
Watch Clients
Triggers when a new client is added or an existing client is updated.
Trigger (polling)
Watch Invoices
Triggers when a new invoice is created or updated.
Trigger (polling)
Watch Notes
Triggers when a new note is created or updated.
Action
Add a Tag to a Client
Adds a tag to a specific client.
Action
Cancel an Appointment
Cancels an appointment using the specified parameters.
Action
Copy a Form
Copies a form from your master account to a practice.
Action
Create an Appointment
Creates an appointment in the system.
Action
Create an Assistant
Creates a new assistant with specified parameters.
Action
Create an Intake Form
Creates an intake form to collect user information.
Action
Create a Practice
Creates a practice for an organization or individual.
Action
Create a Practitioner
Creates a practitioner in the system.
Action
Create a Form Authentication Token
Creates a form authentication token for a user to enable access.
Action
Create or Update a Client
Creates or updates a client in the system.
Action
Delete a File
Deletes a file from the service.
Action
Delete an Assistant
Deletes an assistant from the system.
Action
Delete a Practice
Deletes a practice from the database.
Action
Delete a Practitioner
Deletes a practitioner from the system.
Action
Disable a Practitioner
Disables a practitioner in the system.
Action
Download a File
Downloads a file from a specified source.
Action
Download an Intake Form
Downloads an intake form in PDF format.
Action
Download a Note (PDF)
Downloads a note in PDF format.
Action
Enable a Practitioner
Enables a practitioner in the system.
Action
Get an Appointment
Retrieves an appointment based on specified criteria.
Action
Get an Intake Form
Retrieves an intake form.
Action
Get an Invoice
Retrieves an invoice.
Action
Get a Practice API Key
Retrieves a practice API key for use in development or testing.
Action
Get a Treatment Note
Retrieves a treatment note from the service.
Search
Get Client Diagnoses
Retrieves all client diagnoses.
Search
Get Client Files
Retrieves all client files.
Search
Get Folders
Retrieves all folders from the specified service.
Search
Get Practitioners
Retrieves all practitioners.
Search
Get Questionnaire Templates
Retrieves all questionnaire templates.
Search
List Appointments
Retrieves all appointments.
Search
List Assistants
Retrieves all assistants.
Search
List Claims
Retrieves all claims.
Search
List Clients
Retrieves all clients.
Search
List Intake Forms
Retrieves all intake forms.
Search
List Invoices
Retrieves all invoices.
Search
List Master Forms
Retrieves all master forms.
Search
List Practice Forms
Retrieves all practice forms.
Search
List Practices
Retrieves all practices.
Search
List Practitioners
Retrieves all practitioners.
Search
List Treatment Notes
Retrieves all treatment notes.
Universal
Make an API Call
Performs an arbitrary authorized API request.
Action
Remove a Tag from a Client
Removes a tag from a client.
Action
Resend a Questionnaire
Sends a questionnaire again to a specified email or user.
Action
Send a Questionnaire
Sends a questionnaire to the specified recipients.
Action
Transfer Client Data
Transfers client data from one practitioner to another.
Action
Transfer Client Ownership
Transfers client ownership from one practitioner to another.
Action
Update an Appointment
Updates an appointment in the system.
Action
Update an Assistant
Updates an assistant's configuration or details.
Action
Update a Practice
Updates a practice with the specified details.
Action
Update a Practitioner
Updates a practitioner's information in the system.
Action
Upload a File
Uploads a file to the specified location in the service.
IntakeQ Automation Use Cases
Explore potential use cases for automations using IntakeQ API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automated Client Onboarding
Automatically create or update a client profile in the system when new client information is received through an intake form submission.
Create or Update a Client
Create an Intake Form
3 modules
Streamlined Appointment Management
Automate the creation, update, and cancellation of appointments to ensure efficient scheduling and reduce double bookings.
Create an Appointment
Update an Appointment
Cancel an Appointment
4 modules
Efficient Practitioner Workflow
Enable the seamless creation, update, and disabling or enabling of practitioner profiles to maintain current staff records.
Create a Practitioner
Update a Practitioner
Disable a Practitioner
Enable a Practitioner
3 modules
Automated Client Communication
Send questionnaires automatically to clients when their profile is updated or when new assessments are needed, enhancing communication and follow-up.
Send a Questionnaire
Resend a Questionnaire
Watch Clients
2 modules
Intake Form Management
Copy and manage intake forms efficiently by copying master forms to different practices and downloading them in PDF for offline analysis.
Copy a Form
Download an Intake Form
2 modules
Comprehensive Practice Setup
Create and manage practice setups by facilitating the creation of practice accounts and practitioners.
Create a Practice
Create a Practitioner
2 modules
Automated Invoice Processing
Monitor and manage invoices automatically by triggering actions when new invoices are created or updated.
Watch Invoices
Get an Invoice
2 modules
Client Data Security Maintenance
Ensure the security of client data through automated file download and deletion processes.
Download a File
Delete a File
2 modules
Tailored Client Tagging
Facilitate personalized client management by adding or removing tags from client profiles based on their interaction history or profile updates.
Add a Tag to a Client
Remove a Tag from a Client
Supported Platforms
- Make.com
How to start with IntakeQ on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.