1.Detects new chat or lead
Integrate Intaker and web form tools to capture each new chat or text submission payload and pass it forward.
Create intake records from website chat and text leads
Automatically monitor new chat or lead submissions across Intaker and Webhooks by Zapier. Create and update when decoded analytics and consent are confirmedβso you can decode context, create intake records, and reduce intake entry without manual paperwork.
How this automation creates complete intake records
When new chat or lead arrives, incomplete context can stall legal follow-up and create rework. This automation decodes analytics token data and posts intake records to your configured intake API endpointβso your team can review leads with consent and context without manual paperwork.
Intakeror swap with your favorite app
2.Decodes analytics token
Integrate Code by Zapier and analytics parsing tools to decode the embedded analytics token and map metrics to output fields.
Code by Zapieror swap with your favorite app
3.Creates intake record
Integrate Webhooks by Zapier and API endpoints to POST consent, contact details, and decoded analytics to your intake API.
Webhooks by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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