Create Actionstep individual contacts from new chats in Smith.ai
Smith.ai chat brings in new leads via a website chat widget, Facebook messages, and texts, but you need these leads logged in your case management tool for easy follow-up. This integration automatically logs the lead's name, address, and email in Actionstep as a new, individual contact. When it's time to take on the new case, you'll save time without needing to create a new contact from scratch in your Actionstep account.
- When this happens...New ChatTriggers when a new chat is created.
- automatically do this!Create Individual ContactCreates an individual contact.
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More things you can do with Smith.ai Chat and Actionstep
Discover other triggers and actions you can use with Smith.ai Chat and Actionstep
- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerInstant - New Contact
Triggers when a participant/contact is created.
Try ItTriggerInstant - New Task
Triggers when a new task is created.
Try ItTriggerInstant
- New Matter
Triggers when an action/matter is created.
Try ItTriggerInstant - New File Note
Triggers when a new file note is created.
Try ItTriggerInstant - Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerInstant - Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerInstant




