Connect Pastel and intaker to Build Intelligent Automations

Choose a Trigger

Pastel

When this happens...

Choose an Action

intaker

Automatically do this!

Enable Integrations or automations with these events of Pastel and intaker

Enable Integrations or automations with these events of Pastel and intaker

Triggers

New Canvases

New Canvases

Triggers when a new canvas is created.

New Project

New Project

Triggers when a new Project is created.

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Frequently Asked Questions

How do I start an integration between Pastel and intaker?

To start, connect both your Pastel and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in intaker (or vice versa).

Can we customize how data from Pastel is recorded in intaker?

Absolutely. You can customize how Pastel 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.

How often does the data sync between Pastel and intaker?

The data sync between Pastel and intaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pastel to intaker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pastel and intaker?

Yes, you can set conditional logic to control the flow of data between Pastel 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.

Pastel

About Pastel

Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.

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intaker

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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