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Gravity Forms + Intaker

Gravity Forms + Intaker

Gravity Forms + Intaker integrations

Create entries in Gravity Forms for new chats in Intaker

Start managing your communications and data more efficiently. When a new chat occurs in Intaker, this workflow promptly creates a new entry in Gravity Forms. This smooth process eases data collection from conversations and helps to keep all relevant information in one place, saving you valuable time and reducing manual data entry.

When this happens...
New ChatTriggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Create EntryCreates a new form entry.
ActionWrite

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More things you can do with Intaker and Gravity Forms

Discover other triggers and actions you can use with Intaker and Gravity Forms

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- Lead Name
  Required
- 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
- Form
  Required
Action
Write

- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write
- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

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Forms & Surveys

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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

Related categories

Related Zap Templates

Create new leads in Intaker from new form submissions in Gravity Forms

Related Zap Templates

Create new leads in Intaker from new form submissions in Gravity Forms