Events
- Active Campaign
- Acuity
- Axle Health
- Butterfly Labs
- Calendly
- Customer.io
- Elation
- Feathery
- Formsort
- Healthie
- Hubspot
- IntakeQ
- Junction
- Morf
- Segment
Actions
- Active Campaign
- Customer.io
- Facebook
- Freshdesk
- Google
- Healthie
- Hubspot
- IntakeQ
- Intercom
- Mixpanel
- Morf
- Nextdoor
- Open Phone
- Segment
- Slack
- Spruce
- Stedi
- Stripe
- Tiktok
- Twilio
Note
Event payload details and trigger documentation for Note data from Intakeq
{
"appointment_id": "54683513554",
"client_email": "john.doe@example.com",
"client_id": 12345,
"client_name": "John Doe",
"id": "note123",
"note_name": "Initial Assessment",
"practitioner_email": "doctor@example.com",
"practitioner_id": "pract456",
"practitioner_name": "Dr. Jane Smith",
"questions": [
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
],
"status": "locked or unlocked",
"timestamp": "2023-01-15T14:30:00Z"
}
{
"appointment_id": "Identifier of the associated appointment",
"client_email": "Email address of the client",
"client_id": "Unique identifier for the client",
"client_name": "Name of the client",
"id": "Unique identifier for the note",
"note_name": "Name of the note",
"practitioner_email": "Email of the practitioner",
"practitioner_id": "Unique identifier for the practitioner",
"practitioner_name": "Name of the practitioner",
"questions": {
"answer": "Answer to the question",
"attachments": {
"content_type": "Content type of the attachment",
"file_name": "Name of the attached file",
"id": "Unique identifier for the attachment",
"url": "URL of the attachment"
},
"client_profile_field_id": "ID of the client profile field this question maps to",
"column_names": "Column names for table/grid questions",
"id": "Unique identifier for the question",
"office_note": "Office note for the question",
"office_use": "Whether the question is for office use only",
"question_type": "Type of the question",
"rows": {
"answers": "Answers for each column in the row",
"text": "Text for the row"
},
"text": "Text of the question"
},
"status": "Status of the note",
"timestamp": "Timestamp when the note was created/updated"
}
Events
Triggering Webhook Types
The following event types are associated with the Note event payload from Intakeq.
Intakeq Note Locked
{
"appointment_id": "54683513554",
"client_email": "john.doe@example.com",
"client_id": 12345,
"client_name": "John Doe",
"id": "note123",
"note_name": "Initial Assessment",
"practitioner_email": "doctor@example.com",
"practitioner_id": "pract456",
"practitioner_name": "Dr. Jane Smith",
"questions": [
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
],
"status": "locked or unlocked",
"timestamp": "2023-01-15T14:30:00Z"
}
{
"appointment_id": "Identifier of the associated appointment",
"client_email": "Email address of the client",
"client_id": "Unique identifier for the client",
"client_name": "Name of the client",
"id": "Unique identifier for the note",
"note_name": "Name of the note",
"practitioner_email": "Email of the practitioner",
"practitioner_id": "Unique identifier for the practitioner",
"practitioner_name": "Name of the practitioner",
"questions": {
"answer": "Answer to the question",
"attachments": {
"content_type": "Content type of the attachment",
"file_name": "Name of the attached file",
"id": "Unique identifier for the attachment",
"url": "URL of the attachment"
},
"client_profile_field_id": "ID of the client profile field this question maps to",
"column_names": "Column names for table/grid questions",
"id": "Unique identifier for the question",
"office_note": "Office note for the question",
"office_use": "Whether the question is for office use only",
"question_type": "Type of the question",
"rows": {
"answers": "Answers for each column in the row",
"text": "Text for the row"
},
"text": "Text of the question"
},
"status": "Status of the note",
"timestamp": "Timestamp when the note was created/updated"
}
Payload Field Details
Unique identifier for the note
id
"note123"
Name of the client
client_name
"John Doe"
Email address of the client
client_email
"john.doe@example.com"
Unique identifier for the client
client_id
12345
Status of the note
status
"locked or unlocked"
Timestamp when the note was created/updated
timestamp
"2023-01-15T14:30:00Z"
Name of the note
note_name
"Initial Assessment"
Email of the practitioner
practitioner_email
"doctor@example.com"
Name of the practitioner
practitioner_name
"Dr. Jane Smith"
Unique identifier for the practitioner
practitioner_id
"pract456"
Questions included in the note
questions
[
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
]
Mapped array of: Unique identifier for the question
questions.map(x, x.id)
[
"12342"
]
Mapped array of: Text of the question
questions.map(x, x.text)
[
"What is your primary concern?"
]
HI
Mapped array of: Answer to the question
questions.map(x, x.answer)
[
"Back pain"
]
Mapped array of: Type of the question
questions.map(x, x.question_type)
[
"text"
]
HI
Mapped array of: Rows for table/grid questions
questions.map(x, x.rows)
[
[
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
]
]
HI
Mapped array of: Rows for table/grid questions
questions.map(x, x.rows)
[
[
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
]
]
HI
Mapped array of: Rows for table/grid questions
questions.map(x, x.rows)
[
[
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
]
]
Mapped array of: Column names for table/grid questions
questions.map(x, x.column_names)
[
[
"Symptom",
"Severity"
]
]
Mapped array of: Whether the question is for office use only
questions.map(x, x.office_use)
[
false
]
Mapped array of: Office note for the question
questions.map(x, x.office_note)
[
"Patient reported severe pain"
]
Mapped array of: ID of the client profile field this question maps to
questions.map(x, x.client_profile_field_id)
[
"primary_concern"
]
HI
Mapped array of: Attachments associated with the question
questions.map(x, x.attachments)
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
HI
Mapped array of: Attachments associated with the question
questions.map(x, x.attachments)
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
HI
Mapped array of: Attachments associated with the question
questions.map(x, x.attachments)
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
HI
Mapped array of: Attachments associated with the question
questions.map(x, x.attachments)
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
HI
Mapped array of: Attachments associated with the question
questions.map(x, x.attachments)
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
Identifier of the associated appointment
appointment_id
"54683513554"
{
"appointment_id": "54683513554",
"client_email": "john.doe@example.com",
"client_id": 12345,
"client_name": "John Doe",
"id": "note123",
"note_name": "Initial Assessment",
"practitioner_email": "doctor@example.com",
"practitioner_id": "pract456",
"practitioner_name": "Dr. Jane Smith",
"questions": [
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
],
"status": "locked or unlocked",
"timestamp": "2023-01-15T14:30:00Z"
}
{
"appointment_id": "Identifier of the associated appointment",
"client_email": "Email address of the client",
"client_id": "Unique identifier for the client",
"client_name": "Name of the client",
"id": "Unique identifier for the note",
"note_name": "Name of the note",
"practitioner_email": "Email of the practitioner",
"practitioner_id": "Unique identifier for the practitioner",
"practitioner_name": "Name of the practitioner",
"questions": {
"answer": "Answer to the question",
"attachments": {
"content_type": "Content type of the attachment",
"file_name": "Name of the attached file",
"id": "Unique identifier for the attachment",
"url": "URL of the attachment"
},
"client_profile_field_id": "ID of the client profile field this question maps to",
"column_names": "Column names for table/grid questions",
"id": "Unique identifier for the question",
"office_note": "Office note for the question",
"office_use": "Whether the question is for office use only",
"question_type": "Type of the question",
"rows": {
"answers": "Answers for each column in the row",
"text": "Text for the row"
},
"text": "Text of the question"
},
"status": "Status of the note",
"timestamp": "Timestamp when the note was created/updated"
}