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Intaker + Slack

Create Slack channel messages for new Intaker chats

Stay informed and respond quickly to new chats in the Intaker app by automatically sending channel messages in Slack. With this workflow, every time a new chat occurs in Intaker, a message will be posted to a Slack channel of your choice, ensuring your team is always up-to-date and can promptly address customer inquiries. Improve communication and efficiency, keeping your customers satisfied and your team informed.

Stay informed and respond quickly to new chats in the Intaker app by automatically sending channel messages in Slack. With this workflow, every time a new chat occurs in Intaker, a message will be posted to a Slack channel of your choice, ensuring your team is always up-to-date and can promptly address customer inquiries. Improve communication and efficiency, keeping your customers satisfied and your team informed.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
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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
Learn more

Related categories

  • Dashboards
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