Dubsado + Smith.ai + Filter by Zapier

Create Dubsado projects from Smith.ai calls

Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integration automatically filters all Smith.ai calls so only new leads get through, then creates new projects in Dubsado accounts for these leads, complete with first and last name, email address, physical address, and phone number. Quickly respond to, capture contact information for, and nurture every new lead for your business to increase client conversions.

Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integration automatically filters all Smith.ai calls so only new leads get through, then creates new projects in Dubsado accounts for these leads, complete with first and last name, email address, physical address, and phone number. Quickly respond to, capture contact information for, and nurture every new lead for your business to increase client conversions.

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

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    DubsadoDubsado
    Create Project

    Creates a new project.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • 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
    • Only continue if...Required

    Action
    Filter
  • Dubsado triggers, actions, and search

    New Project as Job

    Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search

    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
dubsado logo
dubsado logo

About Dubsado

​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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 moreHelp

Related categories

  • Phone & SMS
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier