Events
Triggering Webhook Types
The following event types are associated with the Client event payload from Intakeq.Intakeq Client CreatedIntakeq Client Updated
{
"additional_information": "test",
"address": "123 Main St, Anytown, USA 12345",
"archived": false,
"billing_type": null,
"city": "Anytown",
"client_id": 42,
"country": "USA",
"created_at": "2024-02-25T23:24:31.585Z",
"credit_balance": 0,
"custom_fields": [
{
"field_id": "rjrx",
"text": "Intake Concern",
"value": "AB1"
}
],
"date_of_birth": "2016-03-21T04:48:00.368Z",
"email_address": "ettore@bugatti.com",
"external_client_id": "a7699305-7142-4599-a661-717b6bcd3305",
"first_name": "Ettore",
"gender": "Female",
"guid": "dd67fe12-2eea-4776-b5b0-91248102da43",
"home_phone": "(222) 222-2222",
"last_activity_at": "2024-02-25T23:24:31.585Z",
"last_activity_name": "Created Appt",
"last_name": "Bugatti",
"last_updated_at": "2024-02-25T23:25:01.675Z",
"linked_clients": [
{
"client_number": 42,
"relationship_type": null
}
],
"marital_status": "Married",
"middle_name": "",
"mobile_phone": "(222) 222-2222",
"name": "Ettore Bugatti",
"parent_client_id": "412421",
"phone_number": "5554016515",
"postal_code": "12345",
"practitioner_id": "62e9a2123ccc0219a88d606f",
"primary_insurance_company": "MGB",
"primary_insurance_group_number": "121212",
"primary_insurance_holder_date_of_birth": "1988-05-23T00:00:00Z",
"primary_insurance_holder_name": "John Smith",
"primary_insurance_holder_relationship": "Self",
"primary_insurance_payer_id": "123456",
"primary_insurance_plan": "MGB",
"primary_insurance_policy_number": "654321",
"primary_insured_city": "New York",
"primary_insured_gender": "Male",
"primary_insured_state": "NY",
"primary_insured_street_address": "123 Main St",
"primary_insured_zip_code": "10001",
"secondary_insurance_company": "MGB",
"secondary_insurance_group_number": "121213",
"secondary_insurance_holder_date_of_birth": "1988-05-23T00:00:00Z",
"secondary_insurance_holder_name": "John Smith",
"secondary_insurance_holder_relationship": "Self",
"secondary_insurance_payer_id": "123457",
"secondary_insurance_policy_number": "654322",
"secondary_relationship_to_insured": "Self",
"square_customer_id": "123456",
"state": "NY",
"state_short": "NY",
"street_address": "123 Main St",
"stripe_customer_id": "123456",
"tags": [
"website_lead"
],
"timezone_id": "America/New_York",
"unit_number": "1A",
"work_phone": "(222) 222-2222"
}
{
"additional_information": "Additional information about the client",
"address": "Full address of the client",
"archived": "Whether the client is archived",
"billing_type": "Billing type for the client",
"city": "City of the client's address",
"client_id": "IntakeQ's unique identifier for the client",
"country": "Country of the client's address",
"created_at": "When the client was created",
"credit_balance": "Client's credit balance",
"custom_fields": {
"field_id": "ID for the custom field",
"text": "Text for the custom field",
"value": "Value for the custom field"
},
"date_of_birth": "Date of birth of the client (note: This is not rounded to the nearest day by the IntakeQ API)",
"email_address": "Email address of the client",
"external_client_id": "External system client ID",
"first_name": "First name of the client",
"gender": "Gender of the client",
"guid": "Globally unique identifier for the client",
"home_phone": "Home phone number of the client",
"last_activity_at": "When the client last had activity",
"last_activity_name": "Name of the last activity",
"last_name": "Last name of the client",
"last_updated_at": "When the client was last updated",
"linked_clients": {
"client_number": "IntakeQ's unique identifier for the linked client",
"relationship_type": "The relationship between the client and the linked client"
},
"marital_status": "Marital status of the client",
"middle_name": "Middle name of the client",
"mobile_phone": "Mobile phone number of the client",
"name": "Full name of the client",
"parent_client_id": "ID of the parent client if this is a child account",
"phone_number": "Primary phone number of the client",
"postal_code": "Postal/ZIP code of the client's address",
"practitioner_id": "ID of the assigned practitioner",
"primary_insurance_company": "Primary insurance company name",
"primary_insurance_group_number": "Primary insurance group number",
"primary_insurance_holder_date_of_birth": "Primary insurance holder date of birth",
"primary_insurance_holder_name": "Primary insurance holder name",
"primary_insurance_holder_relationship": "Primary insurance holder relationship to client",
"primary_insurance_payer_id": "Primary insurance payer ID",
"primary_insurance_plan": "Primary insurance plan name",
"primary_insurance_policy_number": "Primary insurance policy number",
"primary_insured_city": "Primary insured person's city",
"primary_insured_gender": "Primary insured person's gender",
"primary_insured_state": "Primary insured person's state",
"primary_insured_street_address": "Primary insured person's street address",
"primary_insured_zip_code": "Primary insured person's ZIP code",
"secondary_insurance_company": "Secondary insurance company name",
"secondary_insurance_group_number": "Secondary insurance group number",
"secondary_insurance_holder_date_of_birth": "Secondary insurance holder date of birth",
"secondary_insurance_holder_name": "Secondary insurance holder name",
"secondary_insurance_holder_relationship": "Secondary insurance holder relationship to client",
"secondary_insurance_payer_id": "Secondary insurance payer ID",
"secondary_insurance_policy_number": "Secondary insurance policy number",
"secondary_relationship_to_insured": "Secondary insurance relationship to insured",
"square_customer_id": "Square customer ID",
"state": "State/province of the client's address",
"state_short": "State/province abbreviation of the client's address",
"street_address": "Street address of the client",
"stripe_customer_id": "Stripe customer ID",
"tags": "Tags associated with the client",
"timezone_id": "Timezone identifier for the client",
"unit_number": "Unit/apartment number of the client's address",
"work_phone": "Work phone number of the client"
}
Payload Field Details
Hide fields
Hide fields
IntakeQ’s unique identifier for the client
CEL
client_id
Example
42
Full name of the client
CEL
name
Example
"Ettore Bugatti"
First name of the client
CEL
first_name
Example
"Ettore"
Last name of the client
CEL
last_name
Example
"Bugatti"
Middle name of the client
CEL
middle_name
Example
""
Email address of the client
CEL
email_address
Example
"ettore@bugatti.com"
Primary phone number of the client
CEL
phone_number
Example
"5554016515"
Date of birth of the client (note: This is not rounded to the nearest day by the IntakeQ API)
CEL
date_of_birth
Example
"2016-03-21T04:48:00.368Z"
Marital status of the client
CEL
marital_status
Example
"Married"
Gender of the client
CEL
gender
Example
"Female"
Tags associated with the client
CEL
tags
Example
[
"website_lead"
]
Whether the client is archived
CEL
archived
Example
false
Home phone number of the client
CEL
home_phone
Example
"(222) 222-2222"
Work phone number of the client
CEL
work_phone
Example
"(222) 222-2222"
Mobile phone number of the client
CEL
mobile_phone
Example
"(222) 222-2222"
Full address of the client
CEL
address
Example
"123 Main St, Anytown, USA 12345"
Unit/apartment number of the client’s address
CEL
unit_number
Example
"1A"
Street address of the client
CEL
street_address
Example
"123 Main St"
City of the client’s address
CEL
city
Example
"Anytown"
State/province of the client’s address
CEL
state
Example
"NY"
Postal/ZIP code of the client’s address
CEL
postal_code
Example
"12345"
Country of the client’s address
CEL
country
Example
"USA"
State/province abbreviation of the client’s address
CEL
state_short
Example
"NY"
Additional information about the client
CEL
additional_information
Example
"test"
Billing type for the client
CEL
billing_type
Example
intakeq.v1.BillingType.SELF_PAY
intakeq.v1.BillingType.INSURANCE
Primary insurance company name
CEL
primary_insurance_company
Example
"MGB"
Primary insurance payer ID
CEL
primary_insurance_payer_id
Example
"123456"
Primary insurance policy number
CEL
primary_insurance_policy_number
Example
"654321"
Primary insurance group number
CEL
primary_insurance_group_number
Example
"121212"
Primary insurance holder name
CEL
primary_insurance_holder_name
Example
"John Smith"
Primary insurance holder relationship to client
CEL
primary_insurance_holder_relationship
Example
"Self"
Primary insurance holder date of birth
CEL
primary_insurance_holder_date_of_birth
Example
"1988-05-23T00:00:00Z"
Secondary insurance company name
CEL
secondary_insurance_company
Example
"MGB"
Secondary insurance payer ID
CEL
secondary_insurance_payer_id
Example
"123457"
Secondary insurance policy number
CEL
secondary_insurance_policy_number
Example
"654322"
Secondary insurance group number
CEL
secondary_insurance_group_number
Example
"121213"
Secondary insurance holder name
CEL
secondary_insurance_holder_name
Example
"John Smith"
Secondary insurance holder relationship to client
CEL
secondary_insurance_holder_relationship
Example
"Self"
Secondary insurance holder date of birth
CEL
secondary_insurance_holder_date_of_birth
Example
"1988-05-23T00:00:00Z"
Secondary insurance relationship to insured
CEL
secondary_relationship_to_insured
Example
"Self"
When the client was created
CEL
created_at
Example
"2024-02-25T23:24:31.585Z"
When the client last had activity
CEL
last_activity_at
Example
"2024-02-25T23:24:31.585Z"
ID of the assigned practitioner
CEL
practitioner_id
Example
"62e9a2123ccc0219a88d606f"
Custom fields associated with the client
CEL
custom_fields
Example
[
{
"field_id": "rjrx",
"text": "Intake Concern",
"value": "AB1"
}
]
Mapped array of: ID for the custom field
CEL
custom_fields.map(x, x.field_id)
Example
[
"rjrx"
]
Mapped array of: Text for the custom field
CEL
custom_fields.map(x, x.text)
Example
[
"Intake Concern"
]
Mapped array of: Value for the custom field
CEL
custom_fields.map(x, x.value)
Example
[
"AB1"
]
Globally unique identifier for the client
CEL
guid
Example
"dd67fe12-2eea-4776-b5b0-91248102da43"
When the client was last updated
CEL
last_updated_at
Example
"2024-02-25T23:25:01.675Z"
Stripe customer ID
CEL
stripe_customer_id
Example
"123456"
Square customer ID
CEL
square_customer_id
Example
"123456"
Timezone identifier for the client
CEL
timezone_id
Example
"America/New_York"
Primary insurance plan name
CEL
primary_insurance_plan
Example
"MGB"
Primary insured person’s gender
CEL
primary_insured_gender
Example
"Male"
Primary insured person’s city
CEL
primary_insured_city
Example
"New York"
Primary insured person’s ZIP code
CEL
primary_insured_zip_code
Example
"10001"
Primary insured person’s state
CEL
primary_insured_state
Example
"NY"
Primary insured person’s street address
CEL
primary_insured_street_address
Example
"123 Main St"
External system client ID
CEL
external_client_id
Example
"a7699305-7142-4599-a661-717b6bcd3305"
Client’s credit balance
CEL
credit_balance
Example
0
Name of the last activity
CEL
last_activity_name
Example
"Created Appt"
ID of the parent client if this is a child account
CEL
parent_client_id
Example
"412421"
List of clients linked to this client
CEL
linked_clients
Example
[
{
"client_number": 42,
"relationship_type": null
}
]
Mapped array of: IntakeQ’s unique identifier for the linked client
CEL
linked_clients.map(x, x.client_number)
Example
[
42
]
Mapped array of: The relationship between the client and the linked client
CEL
relationship_type
Example
intakeq.v1.RelationshipType.PARENT
intakeq.v1.RelationshipType.CHILD
intakeq.v1.RelationshipType.SPOUSE
intakeq.v1.RelationshipType.SIBLING
intakeq.v1.RelationshipType.OTHER
intakeq.v1.RelationshipType.PARTNER