Connect ITM Platform and intaker to Build Intelligent Automations
Enable Integrations or automations with these events of ITM Platform and intaker
Enable Integrations or automations with these events of ITM Platform and intaker
Actions
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Frequently Asked Questions
To start, connect both your ITM Platform and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in intaker (or vice versa).
Absolutely. You can customize how ITM Platform 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 ITM Platform 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 ITM Platform 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 ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
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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
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