Initiate Smith.ai outreach calls whenever a new form is filled out in Lawmatics
Streamline your law firm operations with this efficient workflow. As soon as a form is filled out in Lawmatics, a call is initiated in the Smith.ai app as part of an outreach campaign. This automation seamlessly bridges your client data management and communication segments, providing a swift response time that enhances customer service in your legal practice.
Streamline your law firm operations with this efficient workflow. As soon as a form is filled out in Lawmatics, a call is initiated in the Smith.ai app as part of an outreach campaign. This automation seamlessly bridges your client data management and communication segments, providing a swift response time that enhances customer service in your legal practice.
- When this happens...Filled Out a Form
Triggers when a Custom Form Entry is submitted.
- automatically do this!Call Someone (Outreach Campaign Only)
Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call!
⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
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