Intaker + Microsoft Teams

Send Microsoft Teams channel messages for new sms received in Intaker

Receive an SMS in the Intaker app and need to share it with your team on Microsoft Teams? With this workflow, your messages get sent directly to the selected channel in Microsoft Teams as soon as they arrive in Intaker. This seamless integration ensures your team stays updated in real-time, enhancing communication and productivity within your team.

When this happens...
New SMS Received
Intaker has been updated to now actively transmit data related to any new SMS received.
TriggerInstant
automatically do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
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- Organization NameRequired
- Bot Name
Trigger
Polling
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- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
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- 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

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
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New Chat
Triggers when a new chat is created.
Trigger
Polling
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- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Search byRequired
Action
Search

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Polling
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- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- TeamRequired
Trigger
Polling
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- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

Related categories

Dashboards

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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