Docketwise + Smith.ai

Create new Docketwise contacts from new Smith.ai calls

Automate your client service operations with this efficient task flow. Every time there's a new call in Smith.ai, corresponding client details will be instantly logged into Docketwise as a new contact. This streamlined process not only saves your valuable time but also ensures all your client details are accurately archived for hassle-free legal proceedings. Manage your business better by enhancing your regular tasks with this practical integration.

Automate your client service operations with this efficient task flow. Every time there's a new call in Smith.ai, corresponding client details will be instantly logged into Docketwise as a new contact. This streamlined process not only saves your valuable time but also ensures all your client details are accurately archived for hassle-free legal proceedings. Manage your business better by enhancing your regular tasks with this practical integration.

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

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    DocketwiseDocketwise
    Create Contact

    Creates a new 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
  • Docketwise triggers, actions, and search

    Update Contact

    Triggers when a contact is updated.

    Trigger
    Scheduled
    Try It
    • IDRequired

    • First NameRequired

    • Last NameRequired

    • Middle Name

    • EmailRequired

    • Company Name

    • Date of Birth

    • Country of Birth

    • Country of Citizenship

    • Gender

    • Alien Registration Number

    • USCIS Elis Account Number

    • Marital Status

    • Employment Status

    • Passport Number

    • Travel Document Number

    • Passport or Travel Document Issue Date

    • Passport or Travel Document Expiry Date

    Action
    Write
    • 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
  • Docketwise triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Middle Name

    • EmailRequired

    • Company Name

    • Date of Birth

    • Country Of Birth

    • Country of Citizenship

    • Gender

    • Alien Registration Number

    • USCIS Elis Account Number

    • Marital Status

    • Employment Status

    • Passport Number

    • Travel Document Number

    • Passport or Travel Document Issue Date

    • Passport or Travel Document Expiry Date

    • Physical Address Street Number and Name

    • Physical Address Apt/Ste/Flr

    • Physical Address Apt/Ste/Flr Number

    • Physical Address City

    • Physical Address State

    • Physical Address Province

    • Physical Address County

    • Physical Address Zip Code

    • Physical Address Postal Code

    • Physical Address Country

    Action
    Write
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docketwise logo

About Docketwise

Docketwise is a practice management and forms software for immigration lawyers and law firms.
Help

Related categories

  • Forms & Surveys

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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 moreHelp

Related categories

  • Phone & SMS