Hubflo Intaker

Hubflo + Intaker Integrations

Put Hubflo + Intaker to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Hubflo and Intaker below — describe the exact one you want above and the Agent builds it on demand.

Hubflo + Intaker When an AI agent conversation updates in Intaker, sync the interaction details to Hubflo. See details
Create follow-up tasks from leads captured by AI chat When Intaker captures a prospective lead during a chat session, automatically create a task in Hubflo for sales follow-up. See details
Set up collaboration spaces for complex customer handoffs When a customer chat in Intaker requires human escalation, create a project space in Hubflo to gather relevant team members and notes. See details
Send chat updates when project tasks are assigned When a team member gets assigned a customer task in Hubflo, send an updated message via Intaker to inform the user that help is on the way. See details

Browse the full workflow library →

Looking to achieve something else with Hubflo and Intaker?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Hubflo and Intaker

Everything Hubflo and Intaker can do inside a workflow — the triggers that start one and the actions that run when it fires.

Hubflo Explore Hubflo →

Hubflo is a client portal and workspace platform designed for service agencies to manage client communication and projects.

Triggers
Client Invited to Portal

Triggers when a new invitation to the portal is created.

Client Signed Up to Portal

Triggers when a client complete invitation to the portal.

Company Updated

Triggers when a company is updated.

Form Completed (By Client)

Trigger when a form is completed by a client.

Invoice Overdue

Triggers when an invoice is overdue.

Invoice Paid

Triggers when an invoice is paid.

Actions
Add Accounting ID to Invoice

Adds a Accounting Id to a Invoice

Add Comment to a Task

Adds a Comment to a Task.

Add Embed to Workspace

Adds embed to workspace

Add Link to Workspace

Adds link to workspace

Add a Participant to the Chatroom

Add a participant to the Chatroom.

Add Payment URL to Invoice

Adds a payment URL to Invoice.

Intaker Explore Intaker →

Intaker is a legal lead conversion and chat dashboard software that provides interactive chat widgets and lead reporting for law practice websites.

Triggers
AI Agent Conversations

Triggers when an AI Agent conversation is created or updated. Covers Jane, Wes, Arthur (including new LSA), Faye, Ivy, Owen, Ava, and Drew. Filter by agent as needed. For the older non–AI Agent LSA flow, use New Legacy LSA Lead instead.

AI Agent Conversation Update

Get AI Agent Conversation Updates

New Chat

Triggers when a new chat is received by Intaker.

New Callback Request

Triggers when a new call back request is received by Intaker.

Lead Status Changed

Triggers when lead status on the dashboard changes

New SMS Received

Intaker has been updated to now actively transmit data related to any new SMS received.

Actions
Add Contact to AI Agent

Engage with contact using AI Agent

Create Lead

Creates a lead in your Intaker account, or updates the existing lead matching the phone number or email. Phone is matched first; email is used only if no lead matches the phone. Fill in Call Information to add an imported call to the lead.

Update Lead Status

Updates the status of the Intaker lead(s) matching a phone number or email. Phone is matched first; email is used only if no lead matches the phone.

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Customer Stories

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Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Hubflo + Intaker

Is there a pre-built Hubflo + Intaker automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Hubflo and Intaker's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Hubflo or Intaker connector?

No. The Agent works whether or not Hubflo or Intaker already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Intaker with Hubflo help customer support and sales teams?

Integrating Intaker and Hubflo automatically routes chatbot leads and chat handoffs directly into team collaboration feeds, ensuring no customer inquiry is missed.

Can leads captured by AI chatbots create tasks for my team?

Yes, whenever a lead is captured or handed off in Intaker, actionable tasks and updates can automatically be created in Hubflo.

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