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.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Task
Creates a task for an action/matter.
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItNew Contact
Triggers when a participant/contact is created.
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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
New Matter
Triggers when an action/matter is created.
Try ItNew File Note
Triggers when a new file note is created.
Try ItMatter Step Changed
Triggers when a step change occurs on an action/matter.
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