Intaker and Salesflare

How to connect Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Start a workflow when this happens

AI Agent Conversation Update — Get AI Agent Conversation Updates
AI Agent Conversations — Triggers when an AI Agent conversation is created or updated. Covers Jane, Wes, Arthur (including new LSA), Faye, Ivy, Owen, Ava, and Drew. Filter by agent as needed. For the older non–AI Agent LSA flow, use New Legacy LSA Lead instead.
Lead Status Changed — Triggers when lead status on the dashboard changes
New Call Now — Intaker has been updated to now actively transmit data related to any new calls received.
New Callback Request — Triggers when a new call back request is received by Intaker.

Show 4 more triggers

New Chat — Triggers when a new chat is received by Intaker.
New Legacy LSA Lead — Triggers when a new lead is created via the legacy Google LSA integration (pre–AI Agent). If you use Arthur – LSA Responder for LSA, use AI Agent Conversations instead.
New Note — Intaker has been updated to now actively transmit data related to any new Notes created.
New SMS Received — Intaker has been updated to now actively transmit data related to any new SMS received.

Things Salesflare can make it do

Add Contact to AI Agent — Engage with contact using AI Agent
Create Lead — create a new lead in your Intaker Account
Update Lead Status — Updates the status of the Intaker lead(s) matching a phone number or email. Phone is matched first; email is used only if no lead matches the phone.