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Google Sheets + Intaker

Add new Intaker chats to Google Sheets as rows

Effortlessly organize your new Intaker chats by adding them to a Google Sheets spreadsheet with this automation. Every time a new chat occurs within Intaker, a new row will be created in your specified Google Sheets spreadsheet, helping you easily track and manage communication. Stay organized and save time with this seamless workflow solution.

Effortlessly organize your new Intaker chats by adding them to a Google Sheets spreadsheet with this automation. Every time a new chat occurs within Intaker, a new row will be created in your specified Google Sheets spreadsheet, helping you easily track and manage communication. Stay organized and save time with this seamless workflow solution.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • 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
    • Organization NameRequired

    • Bot Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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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

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