Connect outline and intaker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Published
Collection Created
Document Created
Group Created
Stars Created
Comments Created
Choose an Action
Automatically do this!
- Request a new Action for intaker
Enable Integrations or automations with these events of outline and intaker
Enable Integrations or automations with these events of outline and intaker
Triggers
New Document Published
Triggers when a new document is published.
Collection Created
Triggers when a new collection is created in outline account.
Document Created
Triggers when a new document is created in outline account.
Group Created
Triggers when a new group is created in outline.
Stars Created
Triggers when a document or collection is starred.
Comments Created
Triggers when a new comment is added to a document .
Actions
Create Document
Creates a document in outline.
Create an Attachment
Creates an attachment record and upload URL.
Delete an Attachment
Removes an attachment by ID.
Update a Collection
Updates an existing collection’s details.
Delete Collection
Delete a collection and all of its documents.
Update a Document
It allows you to modify an already created document.
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Frequently Asked Questions
To start, connect both your outline and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in outline triggers actions in intaker (or vice versa).
Absolutely. You can customize how outline 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 outline 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 outline 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 outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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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