Smith.ai + Thryv

Initiate outbound virtual receptionist calls from Smith.ai for new Thryv clients

When a new Thryv client is created, this Zapier template will initiate an outbound virtual receptionist call with Smith.ai agents. Smith.ai will sound like they're "in-house" at your business. Set up a set of instructions, share the reason for calling, and the objective of the call so Smith.ai agents know what it means to be successful.

When this happens...
New Client
Triggers when new client is created.
TriggerInstant
automatically do this!
Call Someone (Virtual Receptionist)
Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start TimeRequired
- End TimeRequired
- TitleRequired
- Notes
Action
Write
- ClientRequired
- TitleRequired
- BodyRequired
- Source
- Source URL
Action
Write
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Search or write

- 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

New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Email Address
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Write
- EmailRequired
Action
Search
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

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