Skip to main content

Zapier - PracriceQ (IntakeQ) to WooSender

John Lagenio avatar
Written by John Lagenio
Updated over a month ago


Step 1: Enable Zapier Integration in IntakeQ

  1. Log into your IntakeQ account.

  2. Go to More > Settings > Integrations > Zapier Integration.

  3. Click on the Zapier invitation link provided (see screenshot below).

  4. If you're not logged in to Zapier, you’ll be prompted to do so.

Step 2: Create a New Zap in Zapier

  1. Once you're on the Zap creation page, select a trigger.

  2. For this guide, choose New Form Submission as the trigger event.

  3. Click Continue.

Step 3: Connect Your IntakeQ Account

  1. Zapier will prompt you to connect your IntakeQ account.

  2. Go back to your IntakeQ Zapier Integration settings, ensure the integration is enabled, and click Display API Key.

  3. Copy the API key and paste it into Zapier to connect your account.
    ​
    ​

Step 4: Choose the Trigger Form (Optional)

  1. Zapier may ask you to specify which forms should trigger this zap.

  2. You can skip this step to apply the zap to all forms.

  3. For example, you may want only clients who submit a Form to be added to a WooSender mailing list.

Step 5: Set WooSender as the Action App

  1. In the Action step, search for and select WooSender.

  2. Choose an action event, such as Create Contact or Send Message.

  3. Log into your WooSender account to connect it with Zapier.

  4. Map the fields from your IntakeQ form submission to the corresponding WooSender fields (e.g., Name, Email, Phone Number).

  5. Click Continue, then Test Action to ensure the data is passed correctly.

Step 6: Activate and Monitor Your Zap

  1. Click Publish Zap to activate your workflow.

  2. Go to Zap History in your Zapier dashboard to monitor the integration for any errors.

  3. If needed, revisit the setup to adjust field mappings or add filters.

With this integration in place, every time a client submits a form in IntakeQ (PracticeQ), their information will automatically flow into WooSender, allowing for seamless follow-ups and automations.


Need help? Reach out to your support team for further assistance.

Did this answer your question?