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.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Individual Contact
Creates an individual contact.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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
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.
Try It