Filevine + Intaker
Create new Filevine contacts from new Intaker chats
Boost your efficiency by directly transferring new chat information from Intaker into Filevine as new contacts. With this workflow, every time there's a new chat in Intaker, the details will be sent to Filevine, generating a new contact. This quick automation prevents you from manual data entry and ensures the accuracy of the information transferred, streamlining your task management and boosting your productivity.
Boost your efficiency by directly transferring new chat information from Intaker into Filevine as new contacts. With this workflow, every time there's a new chat in Intaker, the details will be sent to Filevine, generating a new contact. This quick automation prevents you from manual data entry and ensures the accuracy of the information transferred, streamlining your task management and boosting your productivity.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps