ActiveCampaign + Intaker

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Effortlessly streamline your customer communication process with this Intaker and ActiveCampaign integration. When a new chat starts in Intaker, this workflow adds the existing contact to an automation within ActiveCampaign, ensuring your leads receive timely and relevant information without any manual input. Stay focused on delivering value to your customers while your marketing automation takes care of the rest.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerScheduled
automatically do this!
Add Existing Contact to Automation
Adds an existing contact into any automation.
ActionWrite

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Supported triggers and actions

What does this mean?

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Scheduled
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- Organization NameRequired
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- Lead NameRequired
- Lead Status
- Create Task (Notification via Desk & Email)Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write
- Custom ObjectRequired
Trigger
Instant
Try It

New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
Try It
- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

- Organization NameRequired
- Bot Name
Trigger
Scheduled
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
Try It
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EventRequired
- Tag
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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Related categories

Marketing Automation

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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Learn more Help

Related categories

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PRODUCTS

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By team

ActiveCampaign + Intaker

Add new Intaker chats to ActiveCampaign automations for seamless contact management

New Chat

Bot Name

Prompt Name

New SMS Received

Organization NameRequired

New Call Now

Organization NameRequired

Create Lead

OrganizationRequired

Lead NameRequired

Lead Status

Create Task (Notification via Desk & Email)Required

First Name

Last Name

Phone Number

Phone Number SMS Consent

Email

Pipeline

Stage

Pipeline Estimated Value

Pipeline Estimated Cost

Pipeline Actual Value

Pipeline Actual Cost

Pipeline Additional Details

Note Description

Custom Object Record Deleted

Custom ObjectRequired

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired

Create Campaign

Email MessageRequired

ListRequired

Campaign NameRequired

Add Contact Note

Contact IDRequired

List IDRequired

NoteRequired

Create or Update Contact Task

Task ID

Title

Contact IDRequired

Note

Due DateRequired