Smith.ai + Thryv

Initiate outreach campaign calls from Smith.ai for new Thryv clients

Make sure your clients get reached ASAP. Initiate an outreach campaign call from Smith.ai when a new client is created in Thryv. This template is often used to automate new client intake. Engage faster with Zapier and Smith.ai.

Make sure your clients get reached ASAP. Initiate an outreach campaign call from Smith.ai when a new client is created in Thryv. This template is often used to automate new client intake. Engage faster with Zapier and Smith.ai.

  1. When this happens...
    ThryvThryv
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    Smith.aiSmith.ai
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Thryv triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Thryv triggers, actions, and search

    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
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 more

Related categories

  • Phone & SMS
thryv logo
thryv logo

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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