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/Openintake API

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APIs1

Docs
History
Schema

Filter operations

Admin8

Analytics2

Auth11

Automations6

Availability Blocks4

Billing42

get/billing/statusGet Billing Status
post/billing/accountCreate Moov Account
get/billing/moov-tokenGet Moov Token
get/billing/bank-accountsGet Bank Accounts
post/billing/bank-accountsAdd Bank Account
get/billing/bank-accounts/{bank_account_id}/verifyGet Bank Verification Status
post/billing/bank-accounts/{bank_account_id}/verifyInitiate Bank Verification
post/billing/bank-accounts/{bank_account_id}/verify/completeComplete Bank Verification
delete/billing/bank-accounts/{bank_account_id}Disable Bank Account
get/billing/card-accountsGet Card Accounts
get/billing/card-tokenGet Card Token
delete/billing/card-accounts/{payment_method_id}Disable Card Account
get/billing/bank-nameGet Bank Name
get/billing/default-payment-methodGet Default Payment Method
post/billing/default-payment-methodSet Default Payment Method
get/billing/contractGet Billing Contract
post/billing/contractCreate Or Update Billing Contract
get/billing/developer/contracts/{customer_id}List Customer Contracts Developer
post/billing/developer/contracts/{customer_id}Create Customer Contract Developer
put/billing/developer/contracts/{contract_id}Update Contract Developer
delete/billing/developer/contracts/{contract_id}Delete Contract Developer
get/billing/developer/moov-account/{customer_id}Get Customer Moov Account Info Developer
get/billing/developer/auto-billing/{customer_id}Get Customer Auto Billing
put/billing/developer/auto-billing/{customer_id}Update Customer Auto Billing
get/billing/developer/payment-confirmation-recipients/{customer_id}Get Payment Confirmation Recipients
put/billing/developer/payment-confirmation-recipients/{customer_id}Update Payment Confirmation Recipients
get/billing/preferencesGet Billing Preferences
put/billing/preferencesUpdate Billing Preferences
get/billing/developer/runsList Billing Runs
post/billing/developer/runsStart Billing Run
get/billing/developer/runs/{billing_run_id}Get Billing Run Detail
post/billing/developer/runs/{billing_run_id}/items/{billing_run_item_id}/mark-paidMark Item Paid
post/billing/developer/billing-run-items/{billing_run_item_id}/retryRetry Failed Payment
post/billing/developer/one-off-charges/{customer_id}Create One Off Charge
post/billing/developer/runs/{billing_run_id}/executeExecute Dry Run
get/billing/developer/adjustments/{customer_id}List Billing Adjustments
post/billing/developer/adjustments/{customer_id}Create Billing Adjustment
put/billing/developer/adjustments/{adjustment_id}Update Billing Adjustment
delete/billing/developer/adjustments/{adjustment_id}Delete Billing Adjustment
get/billing/next-bill-previewGet Next Bill Preview
get/billing/adjustmentsGet Active Adjustments
get/billing/historyGet Billing History

Branding4

Calendar35

Calls43

Cases11

Chat9

Chat Widget6

Clio18

CRM3

Croo8

Customer Questionnaires4

Dashboard6

Developer219

Developer Questionnaires1

DocuSign4

Email5

Filevine15

Form Widget5

Forms8

GoHighLevel16

Granola4

Info Request2

Info Requests4

Inquiries7

Integrations2

Internal4

Interviews11

Lead Docket9

Lead Docket Enhanced9

Lead Docket Opportunities5

Lead Docket Opportunity Import4

Lead Docket Questionnaire3

Lead Docket Records10

Lead Docket Requests9

Lead Docket Texting4

Leads8

NetSapiens10

OAuth24

OneDrive4

Outbound Leads12

Outbound Test Calls2

Outlook4

PDFs3

PracticePanther12

Questionnaire Requests6

Queued Outbound Calls5

Referral Portal2

Referrals5

Reports5

Saved Filters4

Scoreboard6

Settings61

Settlement Metrics6

SmartAdvocate38

SMS5

Telephony6

Texts7

Vapi18

VXT10

Webhooks5

Zapier10

get/metricsMetrics
get/Root
get/healthHealth Check

Billing

Changes to Get Payment Confirmation Recipients

get/billing/developer/payment-confirmation-recipients/{customer_id}

Sep 30, 2026bba1521500af Revision changes
- info
  endpoint added