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Integrate Shape with Smith.ai to automate your work

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Smith.aiSmith.ai
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 Shape with Smith.ai - no code necessary. See how you can get setup in minutes.

Select a trigger from Shape

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 Shape 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 Shape 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 Shape 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 Shape 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.

    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It
    • Campaign ID
      Required
    • First Name
    • Last Name
    • Phone Number
      Required
    • Email
      Required
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
    • Record ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    Action
    Search
    • First Name
    • Last Name
    • Number
      Required
    • Email
      Required
    • 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
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Help
Related categories
  • CRM (Customer Relationship Management)
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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

    Connect Shape to Smith.ai on the world's largest no-code automation platform

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