Intaker Integrations

Name: Zapier
Availability: InStock

Put Intaker to work with AI and enterprise-grade automation

Automate smarter with Intaker and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Lawmatics

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

Microsoft Excel

Microsoft, Spreadsheets

LeadConnector

Marketing Automation

monday.com

Project Management

Capsule CRM

CRM (Customer Relationship Management)

Lawmatics

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

Microsoft Excel

Microsoft, Spreadsheets

Lawmatics

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Slack

Team Chat

Microsoft Excel

Microsoft, Spreadsheets

LeadConnector

Marketing Automation

monday.com

Project Management

Capsule CRM

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create leads in WhatConverts for new chats in Intaker
Details
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Intaker + WhatConverts
Send new Intaker chats to Google Ads for offline conversions
Details
Try it
Intaker + Google Ads
Create and manage LeadConnector opportunities with every new Intaker chat
Details
Try it
Intaker + LeadConnector
Create or update HubSpot contacts from new Intaker chats
Details
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Intaker + HubSpot
Create and update LeadConnector contacts from new Intaker chats
Details
Try it
Intaker + LeadConnector
Add new Intaker chats to Google Sheets as rows
Details
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Intaker + Google Sheets

Create leads in WhatConverts for new chats in Intaker

Details

Try it

Intaker + WhatConverts

Send new Intaker chats to Google Ads for offline conversions

Details

Try it

Intaker + Google Ads

Create and manage LeadConnector opportunities with every new Intaker chat

Details

Try it

Intaker + LeadConnector

Create or update HubSpot contacts from new Intaker chats

Details

Try it

Intaker + HubSpot

Create and update LeadConnector contacts from new Intaker chats

Details

Try it

Intaker + LeadConnector

Add new Intaker chats to Google Sheets as rows

Details

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Intaker + Google Sheets

Send new Intaker chats as Discord channel messages

Details

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Intaker + Discord

Create Slack channel messages for new Intaker chats

Details

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Intaker + Slack

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Details

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Intaker + ActiveCampaign

Turn new Intaker chats into PracticePanther Legal Software notes

Details

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Intaker + PracticePanther Legal Software

Create Intaker leads when new Amazon Alexa phrases are spoken

Details

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Amazon Alexa + Intaker

Create new CASEpeer leads from incoming Intaker chats

Details

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Intaker + CASEpeer

Send new Intaker chats as Discord channel messages
Details
Try it
Intaker + Discord
Create Slack channel messages for new Intaker chats
Details
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Intaker + Slack
Add new Intaker chats to ActiveCampaign automations for seamless contact management
Details
Try it
Intaker + ActiveCampaign
Turn new Intaker chats into PracticePanther Legal Software notes
Details
Try it
Intaker + PracticePanther Legal Software
Create Intaker leads when new Amazon Alexa phrases are spoken
Details
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Amazon Alexa + Intaker
Create new CASEpeer leads from incoming Intaker chats
Details
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Intaker + CASEpeer

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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

- 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

Intaker Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

HelpHelp

Related categories

Dashboards

Intaker Integrations

Put Intaker to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create leads in WhatConverts for new chats in Intaker

Send new Intaker chats to Google Ads for offline conversions

Create and manage LeadConnector opportunities with every new Intaker chat

Create or update HubSpot contacts from new Intaker chats

Create and update LeadConnector contacts from new Intaker chats

Add new Intaker chats to Google Sheets as rows

Create leads in WhatConverts for new chats in Intaker

Send new Intaker chats to Google Ads for offline conversions

Create and manage LeadConnector opportunities with every new Intaker chat

Create or update HubSpot contacts from new Intaker chats

Create and update LeadConnector contacts from new Intaker chats

Add new Intaker chats to Google Sheets as rows

Send new Intaker chats as Discord channel messages

Create Slack channel messages for new Intaker chats

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Turn new Intaker chats into PracticePanther Legal Software notes

Create Intaker leads when new Amazon Alexa phrases are spoken

Create new CASEpeer leads from incoming Intaker chats

Send new Intaker chats as Discord channel messages

Create Slack channel messages for new Intaker chats

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Turn new Intaker chats into PracticePanther Legal Software notes

Create Intaker leads when new Amazon Alexa phrases are spoken

Create new CASEpeer leads from incoming Intaker chats

Supported triggers and actions

Intaker Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Intaker Integrations

Popular Intaker Integrations

Intaker Integrations

Put Intaker to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create leads in WhatConverts for new chats in Intaker

Send new Intaker chats to Google Ads for offline conversions

Create and manage LeadConnector opportunities with every new Intaker chat

Create or update HubSpot contacts from new Intaker chats

Create and update LeadConnector contacts from new Intaker chats

Add new Intaker chats to Google Sheets as rows

Create leads in WhatConverts for new chats in Intaker

Send new Intaker chats to Google Ads for offline conversions

Create and manage LeadConnector opportunities with every new Intaker chat

Create or update HubSpot contacts from new Intaker chats

Create and update LeadConnector contacts from new Intaker chats

Add new Intaker chats to Google Sheets as rows

Send new Intaker chats as Discord channel messages

Create Slack channel messages for new Intaker chats

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Turn new Intaker chats into PracticePanther Legal Software notes

Create Intaker leads when new Amazon Alexa phrases are spoken

Create new CASEpeer leads from incoming Intaker chats

Send new Intaker chats as Discord channel messages

Create Slack channel messages for new Intaker chats

Add new Intaker chats to ActiveCampaign automations for seamless contact management

Turn new Intaker chats into PracticePanther Legal Software notes

Create Intaker leads when new Amazon Alexa phrases are spoken

Create new CASEpeer leads from incoming Intaker chats

Intaker Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Intaker Integrations

Popular Intaker Integrations

Connect Your App Accounts to Zapier