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openintake
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Openintake API
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Schema
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Admin
8
Analytics
2
Auth
11
Automations
6
Availability Blocks
4
Billing
42
get
/billing/status
Get Billing Status
post
/billing/account
Create Moov Account
get
/billing/moov-token
Get Moov Token
get
/billing/bank-accounts
Get Bank Accounts
post
/billing/bank-accounts
Add Bank Account
get
/billing/bank-accounts/{bank_account_id}/verify
Get Bank Verification Status
post
/billing/bank-accounts/{bank_account_id}/verify
Initiate Bank Verification
post
/billing/bank-accounts/{bank_account_id}/verify/complete
Complete Bank Verification
delete
/billing/bank-accounts/{bank_account_id}
Disable Bank Account
get
/billing/card-accounts
Get Card Accounts
get
/billing/card-token
Get Card Token
delete
/billing/card-accounts/{payment_method_id}
Disable Card Account
get
/billing/bank-name
Get Bank Name
get
/billing/default-payment-method
Get Default Payment Method
post
/billing/default-payment-method
Set Default Payment Method
get
/billing/contract
Get Billing Contract
post
/billing/contract
Create 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/preferences
Get Billing Preferences
put
/billing/preferences
Update Billing Preferences
get
/billing/developer/runs
List Billing Runs
post
/billing/developer/runs
Start 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-paid
Mark Item Paid
post
/billing/developer/billing-run-items/{billing_run_item_id}/retry
Retry Failed Payment
post
/billing/developer/one-off-charges/{customer_id}
Create One Off Charge
post
/billing/developer/runs/{billing_run_id}/execute
Execute 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-preview
Get Next Bill Preview
get
/billing/adjustments
Get Active Adjustments
get
/billing/history
Get Billing History
Branding
4
Calendar
35
Calls
43
Cases
11
Chat
9
Chat Widget
6
Clio
18
CRM
3
Croo
8
Customer Questionnaires
4
Dashboard
6
Developer
219
Developer Questionnaires
1
DocuSign
4
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5
Filevine
15
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5
Forms
8
GoHighLevel
16
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4
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2
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4
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7
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2
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4
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11
Lead Docket
9
Lead Docket Enhanced
9
Lead Docket Opportunities
5
Lead Docket Opportunity Import
4
Lead Docket Questionnaire
3
Lead Docket Records
10
Lead Docket Requests
9
Lead Docket Texting
4
Leads
8
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10
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24
OneDrive
4
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12
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2
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4
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3
PracticePanther
12
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6
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5
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2
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5
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5
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4
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6
Settings
61
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6
SmartAdvocate
38
SMS
5
Telephony
6
Texts
7
Vapi
18
VXT
10
Webhooks
5
Zapier
10
get
/metrics
Metrics
get
/
Root
get
/health
Health Check
Billing
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Changes to Update Payment Confirmation Recipients
put
/billing/developer/payment-confirmation-recipients/{customer_id}
Sep 30, 2026
bba1521500af
Revision changes
info
endpoint added