Clio + Smith.ai
Create new Clio contacts from Smith.ai calls
Manage your contacts efficiently with this seamless workflow. When a new call comes in through Smith.ai, it automatically creates a person contact in your Clio app. This smooth process saves time, boosts productivity, and ensures your call contacts are perfectly organized and readily accessible in Clio. This is an effortless solution for those who value time management and neat organization.
Manage your contacts efficiently with this seamless workflow. When a new call comes in through Smith.ai, it automatically creates a person contact in your Clio app. This smooth process saves time, boosts productivity, and ensures your call contacts are perfectly organized and readily accessible in Clio. This is an effortless solution for those who value time management and neat organization.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Person Contact
Creates a person contact.
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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 Bill
Triggers when a new bill is created.
Try ItNew Calendar Entry
Triggers when a new calendar entry 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 Activity
Triggers when a new activity is created.
Try ItBill State Updated
Triggers when the state of a bill has changed.
Try ItNew Communication
Triggers when a new communication is created.
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