Actions
| Name | Description |
|---|---|
get_clientGet a client by ID | Get a client by ID |
create_clientCreate a new client in IntakeQ | Create a new client in IntakeQ |
get_submissionsGet intake form submissions | Get intake form submissions |
get_appointmentsList appointments with optional filtering | List appointments with optional filtering |
get_invoicesList invoices with optional filtering | List invoices with optional filtering |
custom_api_callMake a custom API call to the IntakeQ API | Make a custom API call to the IntakeQ API |
Triggers
| Name | Description |
|---|---|
intake_submittedTriggers when an intake form is submitted in IntakeQ | Triggers when an intake form is submitted in IntakeQ |
appointment_createdTriggers when an appointment is created in IntakeQ | Triggers when an appointment is created in IntakeQ |
Quick Start
import { WeavzClient } from '@weavz/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute({
integrationName: 'intakeq',
actionName: 'get_client',
input: { /* ... */ },
connectionId: 'conn_id',
workspaceId: 'ws_id',
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect IntakeQ to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.
What actions does IntakeQ support?
IntakeQ supports 6 actions including Get Client, Create Client, Get Submissions, Get Appointments, Get Invoices, and more.
Can I use IntakeQ with AI agents?
Yes. Add IntakeQ to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.
What authentication does IntakeQ use?
IntakeQ uses API Key. Weavz handles token management, refresh, and secure credential storage automatically.
How much does the IntakeQ integration cost?
The IntakeQ integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.
What triggers does IntakeQ support?
IntakeQ supports 2 triggers including Intake Submitted, Appointment Created.
Connect IntakeQ in 2 minutes
Get 1,000 free actions every month. No credit card required.