Actionstep + Smith.ai

Create Actionstep individual contacts from new Smith.ai calls

Smith.ai receptionists answer calls and capture caller contact information for your business, information that is most useful in your case management platform. This integration adds new calls taken by Smith.ai as contacts in Actionstep accounts, complete with the caller's name, email address, physical address, and phone number, as well as a call summary. With contact information and call summaries automatically added to your Actionstep account, you can create matters, nurture leads, and follow up with clients.

Smith.ai receptionists answer calls and capture caller contact information for your business, information that is most useful in your case management platform. This integration adds new calls taken by Smith.ai as contacts in Actionstep accounts, complete with the caller's name, email address, physical address, and phone number, as well as a call summary. With contact information and call summaries automatically added to your Actionstep account, you can create matters, nurture leads, and follow up with clients.

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

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    ActionstepActionstep
    Create Individual Contact

    Creates an individual contact.

    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
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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