Intaker + Zapier Tables

Create records in Zapier Tables for every new chat in Intaker

When a new chat occurs in the Intaker system, this workflow instantly creates a record of it in the Zapier Tables. This simplifies your data management by centralizing the details of each conversation. You no longer have to manually input data, thus enhancing your productivity and eliminating potential errors.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Create Record
Creates a new record on a table.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
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

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It

- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

- 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
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or 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

Related categories

Dashboards

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Intaker + Zapier Tables

Create records in Zapier Tables for every new chat in Intaker

Supported triggers and actions

AI Agent Conversations

New Callback Request

New SMS Received

New Call Now

Add Contact to AI Agent

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

New Chat

Lead Status Changed

New LSA Lead

New Note

Create Lead

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

About Intaker

Related categories

About Zapier Tables

Related categories