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Intaker Integrations

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Put Intaker to work with AI and enterprise-grade automation

Automate smarter with Intaker and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Google Sheets with IntakerIntegrate Google Sheets with Intaker
Google Sheets
Google, Spreadsheets
Integrate Salesforce with IntakerIntegrate Salesforce with Intaker
Salesforce
CRM (Customer Relationship Management)
Integrate Capsule CRM with IntakerIntegrate Capsule CRM with Intaker
Capsule CRM
CRM (Customer Relationship Management)
Integrate Slack with IntakerIntegrate Slack with Intaker
Slack
Team Chat
Integrate SQL Server with IntakerIntegrate SQL Server with Intaker
SQL Server
Databases
Integrate HubSpot with IntakerIntegrate HubSpot with Intaker
HubSpot
Marketing Automation
Integrate LeadConnector with IntakerIntegrate LeadConnector with Intaker
LeadConnector
Marketing Automation
Integrate Process Street with IntakerIntegrate Process Street with Intaker
Process Street
Productivity
Integrate Trello with IntakerIntegrate Trello with Intaker
Trello
Project Management
Integrate Google Sheets with IntakerIntegrate Google Sheets with Intaker
Google Sheets
Google, Spreadsheets
Integrate Salesforce with IntakerIntegrate Salesforce with Intaker
Salesforce
CRM (Customer Relationship Management)
Integrate Capsule CRM with IntakerIntegrate Capsule CRM with Intaker
Capsule CRM
CRM (Customer Relationship Management)
Integrate Slack with IntakerIntegrate Slack with Intaker
Slack
Team Chat
Integrate SQL Server with IntakerIntegrate SQL Server with Intaker
SQL Server
Databases
Integrate HubSpot with IntakerIntegrate HubSpot with Intaker
HubSpot
Marketing Automation
Integrate Google Sheets with IntakerIntegrate Google Sheets with Intaker
Google Sheets
Google, Spreadsheets
Integrate Salesforce with IntakerIntegrate Salesforce with Intaker
Salesforce
CRM (Customer Relationship Management)
Integrate Capsule CRM with IntakerIntegrate Capsule CRM with Intaker
Capsule CRM
CRM (Customer Relationship Management)
Integrate Slack with IntakerIntegrate Slack with Intaker
Slack
Team Chat
Integrate SQL Server with IntakerIntegrate SQL Server with Intaker
SQL Server
Databases
Integrate HubSpot with IntakerIntegrate HubSpot with Intaker
HubSpot
Marketing Automation
Integrate LeadConnector with IntakerIntegrate LeadConnector with Intaker
LeadConnector
Marketing Automation
Integrate Process Street with IntakerIntegrate Process Street with Intaker
Process Street
Productivity
Integrate Trello with IntakerIntegrate Trello with Intaker
Trello
Project Management

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

  • Create leads in WhatConverts for new chats in Intaker

    • Intaker logo
    • WhatConverts logo
    Intaker + WhatConverts
  • Send new Intaker chats to Google Ads for offline conversions

    • Intaker logo
    • Google Ads logo
    Intaker + Google Ads
  • Create and manage LeadConnector opportunities with every new Intaker chat

    • Intaker logo
    • LeadConnector logo
    Intaker + LeadConnector
  • Create or update HubSpot contacts from new Intaker chats

    • Intaker logo
    • HubSpot logo
    Intaker + HubSpot
  • Create and update LeadConnector contacts from new Intaker chats

    • Intaker logo
    • LeadConnector logo
    Intaker + LeadConnector
  • Add new Intaker chats to Google Sheets as rows

    • Intaker logo
    • Google Sheets logo
    Intaker + Google Sheets
  • Create leads in WhatConverts for new chats in Intaker

    • Intaker logo
    • WhatConverts logo
    Intaker + WhatConverts
  • Send new Intaker chats to Google Ads for offline conversions

    • Intaker logo
    • Google Ads logo
    Intaker + Google Ads
  • Create and manage LeadConnector opportunities with every new Intaker chat

    • Intaker logo
    • LeadConnector logo
    Intaker + LeadConnector
  • Create or update HubSpot contacts from new Intaker chats

    • Intaker logo
    • HubSpot logo
    Intaker + HubSpot
  • Create and update LeadConnector contacts from new Intaker chats

    • Intaker logo
    • LeadConnector logo
    Intaker + LeadConnector
  • Add new Intaker chats to Google Sheets as rows

    • Intaker logo
    • Google Sheets logo
    Intaker + Google Sheets
  • Send new Intaker chats as Discord channel messages

    • Intaker logo
    • Discord logo
    Intaker + Discord
  • Create Slack channel messages for new Intaker chats

    • Intaker logo
    • Slack logo
    Intaker + Slack
  • Add new Intaker chats to ActiveCampaign automations for seamless contact management

    • Intaker logo
    • ActiveCampaign logo
    Intaker + ActiveCampaign
  • Turn new Intaker chats into PracticePanther Legal Software notes

    • Intaker logo
    • PracticePanther Legal Software logo
    Intaker + PracticePanther Legal Software
  • Create Intaker leads when new Amazon Alexa phrases are spoken

    • Amazon Alexa logo
    • Intaker logo
    Amazon Alexa + Intaker
  • Create new CASEpeer leads from incoming Intaker chats

    • Intaker logo
    • CASEpeer logo
    Intaker + CASEpeer
    • Send new Intaker chats as Discord channel messages

      • Intaker logo
      • Discord logo
      Intaker + Discord
    • Create Slack channel messages for new Intaker chats

      • Intaker logo
      • Slack logo
      Intaker + Slack
    • Add new Intaker chats to ActiveCampaign automations for seamless contact management

      • Intaker logo
      • ActiveCampaign logo
      Intaker + ActiveCampaign
    • Turn new Intaker chats into PracticePanther Legal Software notes

      • Intaker logo
      • PracticePanther Legal Software logo
      Intaker + PracticePanther Legal Software
    • Create Intaker leads when new Amazon Alexa phrases are spoken

      • Amazon Alexa logo
      • Intaker logo
      Amazon Alexa + Intaker
    • Create new CASEpeer leads from incoming Intaker chats

      • Intaker logo
      • CASEpeer logo
      Intaker + CASEpeer

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Organization
        Required
      • Agent Name
        Required
      Trigger
      Instant
      Try It
      • Organization Name
        Required
      • Bot Name
      • Prompt Name
      Trigger
      Polling
      Try It
      • orgId
        Required
      • Lead Status Changed To
        Required
      • Lead Status Changed From
      • Filter
      Trigger
      Instant
      Try It
      • Organization Name
        Required
      Trigger
      Instant
      Try It

    For builders

    Let your AI safely access Intaker

    Go beyond Zap workflows. Install Zapier in your AI to call Intaker actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Intaker from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Add Contact to AI Agent
    • Create Lead

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Intaker actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Intaker connection @ https://zapier.com/fr/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "intaker", owner: "me" });
    
    await zapier.runAction({
      app: 'intaker',
      action: 'AddContactToAIAgent',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Intaker Help & Support

    Common questions

    intaker logo
    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

    Popular Intaker Integrations

    • Google Sheets
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