Actionstep + Smith.ai

Create Actionstep tasks for new Smith.ai calls

Smith.ai receptionists collect information for every call to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within Actionstep. This means that businesses will never miss a call, and staff will be able to understand the work already completed quickly. They can then immediately identify and assign tasks for next steps, all within a single program: Actionstep.

Smith.ai receptionists collect information for every call to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within Actionstep. This means that businesses will never miss a call, and staff will be able to understand the work already completed quickly. They can then immediately identify and assign tasks for next steps, all within a single program: Actionstep.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    ActionstepActionstep
    Create Task

    Creates a task for an action/matter.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Smith.ai triggers, actions, and search

    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It
    • Campaign IDRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Email Address

    • Additional Data Field 1

    • Additional Data Field 2

    • Additional Data Field 3

    Action
    Write
  • Actionstep triggers, actions, and search

    New Matter Participant

    Triggers when a participant/contact is added to an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • NumberRequired

    • Email Address

    • What should we do?Required

    • What if they don't answer?Required

    • Language

    • When would you like us to call back?Required

    • Summary Email

    Action
    Write
  • Actionstep triggers, actions, and search

    New Matter

    Triggers when an action/matter is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New File Note

    Triggers when a new file note is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Matter Step Changed

    Triggers when a step change occurs on an action/matter.

    Trigger
    Instant
    Try It
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
Learn more

Related categories

  • Phone & SMS