Intaker integration with Slack
How to Create Slack channel messages for new Intaker chats
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Slack channel messages for new Intaker chats" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Intaker integrations
Intaker actions
Nekton can use any feature that is available in Intaker API.
Using our advanced AI, you can easily create custom automations for Intaker.
Here are some typical actions you can do in your automated workflows.
Create Lead
create a new lead in your Intaker Account
New Chat
Triggers when a new chat is received by Intaker.
New Callback Request
Triggers when a new call back request is received by Intaker.
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