Intaker + Lawmatics

Submit custom form entries in Lawmatics for new chats in Intaker

When a new chat event occurs in your Intaker app, streamline your workflow by immediately submitting a custom form entry in Lawmatics. This automation saves you time by eliminating manual data entry and ensures that every chat is accurately and promptly logged in Lawmatics. Simplify your processes, improve your efficiency, and easily keep track of all interactions.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Submit Custom Form Entry
Fill out a Custom Form with values.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
Try It
- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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
Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
Try It

- Custom FormRequired
Trigger
Polling
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Polling
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

- orgIdRequired
- agentIdRequired
Trigger
Instant
Try It
- Organization NameRequired
- Bot Name
Trigger
Polling
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- AI AgentRequired
- First Name
- Last Name
- Phone NumberRequired
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)Required
Action
Write
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Polling
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Polling
Try It
- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First NameRequired
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search