Connect Gist and intaker to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Gist
Choose an Action
Automatically do this!
- Request a new Action for intaker
Enable Integrations or automations with these events of Gist and intaker
Enable Integrations or automations with these events of Gist and intaker
Actions
test
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply fix for empty contacts runtime crash in perform code.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Runs the workflow automatically whenever any contact is unsubscribed from the specified campaign.
Find a Contact
Find an Existing Contact.
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Frequently Asked Questions
To start, connect both your Gist and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Gist triggers actions in intaker (or vice versa).
Absolutely. You can customize how Gist data is recorded in intaker. This includes choosing which data fields go into which fields of intaker, setting up custom formats, and filtering out unwanted information.
The data sync between Gist and intaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gist and intaker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
Learn MoreAbout intaker
Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
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