Connect Rocket Agents to Smith.ai Chat and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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

Select a trigger from Rocket Agents

A trigger is an event that starts your Zap and runs the workflow. For example, with Rocket Agents, a trigger could be "New Call Note."

A trigger is the event that kicks off your automated workflow.

Setup an action from Smith.ai Chat

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Rocket Agents to Smith.ai Chat

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.

Connect Rocket Agents and Smith.ai Chat 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.

Connect Rocket Agents and Smith.ai Chat 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

Start here

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.

New Call Note
Triggers when a call note is added.
Trigger
Scheduled
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New Note
Triggers when a note is added.
Trigger
Scheduled
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SMS Received
Triggers when an SMS is received.
Trigger
Scheduled
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- Email
  Required
- Call Description
  Required
- Call Outcome
- Call Duration
Action
Write
- Phone
  Required
- Email
  Required
- First Name
- Last Name
- Full Name
- Address
- City
- State
- Postal Code
- Notes
  Required
- Buyer Lead
- Seller Lead
- Source
Action
Write

New Chat
Triggers when a new chat is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is added.
Trigger
Scheduled
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New Property Request
Triggers when new property request is added.
Trigger
Scheduled
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Stage Changed
Triggers when a stage is changed.
Trigger
Scheduled
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- Email
  Required
- Notes
  Required
- Alert Agents?
- Alert Lenders?
- Alert Vendors?
- Alert Assistants?
Action
Write
- Email
  Required
- Phone
  Required
- First Name
- Last Name
- Full Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
Action
Write

About Rocket Agents

RocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM

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