Integrate Intaker with Retently

Trigger NPS/CSAT surveys after client intake or follow-up interactions, sync client profiles and communication history with Retently, and use survey feedback to improve client service and engagement strategies.

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About Intaker

Intaker is a tool for website chat, two-way texting, follow-up automation, client intake, and lead management specifically designed for law firms.

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Intaker to Retently

1

New Callback Request

Triggers when a new call back request is received by Intaker.
2

New SMS Received

Triggers when Intaker receives a new SMS.
3

New Call Now

Triggers when Intaker receives a new call.
4

New Chat

Triggers when a new chat is received by Intaker.
5

Lead Status Changed

Triggers when lead status changes on the dashboard.
6

New LSA Lead

Triggers when a new lead is created in your account through LSA.
7

New Note

Triggers when a new note is created in Intaker.
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Retently to Intaker

1

AI Agent Conversations

Gets AI Agent Conversations.
2

Create Lead

Creates a new lead in your Intaker account.

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