Lawmatics + Smith.ai

Submit new Smith.ai calls as custom form entries in Lawmatics

Stay on top of your new calls from Smith.ai with this efficient workflow. As soon as a new call occurs in Smith.ai, it instantly submits a custom form entry in Lawmatics, saving you the manual work while ensuring no important call is missed. Keep your client interactions streamlined and responsive in a seamless way.

When this happens...
New Call
Triggers when a new call is created.
TriggerScheduled
automatically do this!
Submit Custom Form Entry
Fill out a Custom Form with values.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Appointment Created
Triggers when an Appointment is created.
Trigger
Scheduled
Try It
- Custom FormRequired
Trigger
Scheduled
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Scheduled
Try It

Matter Updated
Triggers when a Matter is updated.
Trigger
Scheduled
Try It
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write

- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

- 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
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Scheduled
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Scheduled
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Scheduled
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Scheduled
Try It
- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First NameRequired
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

Phone & SMS

Related Zap Templates

Transform new Smith.ai calls into contacts in Lawmatics

Initiate Smith.ai outreach calls whenever a new form is filled out in Lawmatics

Lawmatics + Smith.ai

Submit new Smith.ai calls as custom form entries in Lawmatics

New Call

Call Someone (Outreach Campaign Only)

Email Address

Additional Data Field 1

Additional Data Field 2

Additional Data Field 3

Appointment Created

Filled Out a Form

New Note Created

Matter Updated

Create Company

Company Email

Company Phone

Company Street

Company Street 2

Company City

Company State

Company Country

Company Zipcode

Company Point of Contact

Submit Custom Form Entry

Update Company

Company Email

Company Phone

Company Street

Company Street 2

Company City

Company State

Company Country

Company Zipcode

Company Point of Contact

Company Notes

Update Matter

Last Name

Email

Phone

Title

Case Blurb

Case Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Actual Value in Cents

Estimated Value in Cents

Lead Cost in Cents

Note

Find Contact

Get Matter

Call Someone (Virtual Receptionist)

First Name

Last Name

Email Address

Language

Summary Email

Matter Converted

Contact Created

Custom Form Added

Matter Added

Create Appointment

Reminder period

Reminder unit

Create Contact

Last Name

Email

Phone