Connect Thoughtly and intaker to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thoughtly
Choose an Action
Automatically do this!
- Request a new Action for intaker
Enable Integrations or automations with these events of Thoughtly and intaker
Enable Integrations or automations with these events of Thoughtly and intaker
Actions
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Thoughtly and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in intaker (or vice versa).
Absolutely. You can customize how Thoughtly 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 Thoughtly 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 Thoughtly 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 Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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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