Lawcus + Smith.ai + Filter by Zapier

Create persons in Lawcus from new Smith.ai calls

Smith.ai receptionists answer every new lead who calls your business, but you may need a Lawcus person created for these new leads. Instead of manually creating them yourself, set up this integration to filter for Smith.ai new lead calls only, then automatically create persons in your Lawcus account with first and last name, email, phone number, and address. That way, you'll have every lead whoever called you logged in your case management platform.

Smith.ai receptionists answer every new lead who calls your business, but you may need a Lawcus person created for these new leads. Instead of manually creating them yourself, set up this integration to filter for Smith.ai new lead calls only, then automatically create persons in your Lawcus account with first and last name, email, phone number, and address. That way, you'll have every lead whoever called you logged in your case management platform.

  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!
    LawcusLawcus
    Create Person

    Creates a new Person.

    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
    • Stage

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

    New Company

    Triggers when a new contact company 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
    • Only continue if...Required

    Action
    Filter
    • Workflow

    • Stage

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

    New Invoice

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
lawcus logo
lawcus logo

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.
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