Products
Workflows

Automate routine work in a simple interface

Set up rule-based automations that trigger the right actions at the right time. No technical skills required.
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Use cases

Easy, automated, out-of-the-box solutions to the most repetitive and critical tasks for intake teams.

If a chat lead is qualified, make a warm transfer to a phone call.

If a lead is qualified, send a text with a link to book a meeting.

If status changes to client, send a text to request a five-star review.

If a new lead is added, then enroll them in a follow-up sequence.

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The CRM and sequencing tools have been huge for us. Intaker’s automation helps us stay top of mind with leads and keep them engaged until they sign.

Angela Faye Brown
Angela Faye Brown Law

Automate lead outreach

Workflows simplify team communication by automating follow-ups and connecting seamlessly to website chat, SMS, and more.

Keep leads moving

Auto-trigger the next step so no one drops the ball, and your team stays focused on clients.

Setup done in minutes

Get started quickly with simple, no-code workflows your team can launch in minutes.

Act on qualified leads

Use AI to qualify leads, then trigger custom outreach automatically for the ones that matter.

Intaker is at work 24/7 so we don’t have to be.

The Law Offices of Neil Crane, LLC

Respond anywhere on the mobile app

Get real-time notifications, manage leads on the go, and stay connected from the Intaker mobile app.

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SMS-ready integrations

Connect your favorite tools through 40+ native integrations or 3000+ app connections via Zapier. Sync lead data and AI Agent SMS conversations to keep your systems working together.

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All triggers and actions

Triggers

Chat ended
Trigger an action when a chat session closes.
AI Agent conversation ended
Trigger workflows based on the outcome of AI Agent interactions.
Lead Status changed
Initiate actions whenever a lead’s status is updated.
Lead qualified by AI
Trigger actions for leads that meet qualification criteria.

Actions

Live Call Connect
Connect your team with leads instantly over the phone.
Send a text
Automate sending personalized SMS messages.
Send an email
Send personalized emails automatically.
Assign a task
Automatically assign tasks to your team members.
Enroll in a sequence
Add leads to automated follow-up sequences.
Create a pipeline card
Automatically add new opportunities to your pipeline.
Modify a pipeline card
Update existing pipeline opportunities automatically.