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Integrate Levitate with Smith.ai to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Levitate with Smith.ai - no code necessary. See how you can get setup in minutes.

Select a trigger from Levitate

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Smith.ai

An action is what takes place after the automation is triggered. For example, with Smith.ai, the action could be "Call Someone (Virtual Receptionist)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Levitate to Smith.ai

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Levitate to Smith.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn more
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Levitate and Smith.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Levitate and Smith.ai to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Contact ID in Source System
      Required
    • Last Name
    • First Name
    • Full Name
    • Email Addresses
    • Phone Numbers
    • Address Line 1
    • Address Line 2
    • Address City
    • Address State / Province
    • Address Postal Code
    • Address Country
    • Tags
    Action
    Write
    • Policy Number
      Required
    • Carrier Name
      Required
    • Premium
      Required
    • Renewal Date
      Required
    • Effective Date
      Required
    • Policy Holder ID
      Required
    • Cancellation Date
      Required
    • Line of Business
      Required
    • External ID
    • Origination Date
    • Policy Holder First Name
    • Policy Holder Last Name
    • Policy Holder Email
    Action
    Write
    • First Name
    • Last Name
    • Number
      Required
    • 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
    • Donor Name
      Required
    • Donor Email
      Required
    • Donation Amount
      Required
    • Donation Date
    • Donation Type
    • Campaign
    • Donation Stage
    • External ID
    • Donor ID
    Action
    Write
  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It
    • Campaign
    • First Name
    • Last Name
    • Phone Number
      Required
    • Email Address
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
levitate logo
levitate logo
About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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

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