Scheduling · CONNECTIONQuery and send IntakeQ intake forms, manage clients and tags, and query, book, change and cancel appointments.
Explore 16 workflow actions for IntakeQ, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Cancel an appointment, with an optional reason.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Book an appointment for a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read an appointment.
Read the services and locations used to book appointments.
Read a full intake form with its questions and answers.
List the account's practitioners, with their IDs.
List the questionnaire templates, with their IDs.
List appointments by client, dates, status, practitioner or change date.
List clients by search, dates or external ID, with the full profile when asked.
List intake form summaries by client, dates, status or change date; submitted ones unless All is on.
Send an unfinished intake again, optionally by the other delivery method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a client, or update one by ClientId (send the whole client, as read from Query clients).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an intake package to a client by email, or by text when only a phone is given.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a tag to a client; a new tag is created when needed.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a tag from a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move an appointment, or change its service, location, status or reminder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in IntakeQ. A saved workflow is not a completed provider action.
