1.Monitor new intake message
Integrate Answering Legal and inbound intake channels to detect qualifying new intake messages for intake record creation.
Create new intake records from inbound intake messages
Automatically monitor new inbound intake messages across Answering Legal. Create and update intake records when messages qualify, submission IDs are matched or unmatched, and intake payloads are postedβso you can create records, set status, and reduce manual intake entry without manual data entry.
How this automation creates new intake records
When new inbound intake messages arrive, delays can stall case reviews and assignment. This automation filters qualifying intakes and posts a standardized intake payload to your intake API endpointβso your team can review immediately.
Answering Legalor swap with your favorite app
2.Filters intake by criteria
Integrate Filter by Zapier and intake routing rules to continue only for qualifying intake messages to your API.
Filter by Zapieror swap with your favorite app
3.Posts intake payload to API
Integrate Webhooks by Zapier and intake APIs to POST a standardized intake payload and map fields to your intake endpoint.
Webhooks by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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