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Docketwise + Smith.ai

Docketwise + Smith.ai

Docketwise + Smith.ai integrations

Create new Docketwise contacts from new Smith.ai calls

Automate your client service operations with this efficient task flow. Every time there's a new call in Smith.ai, corresponding client details will be instantly logged into Docketwise as a new contact. This streamlined process not only saves your valuable time but also ensures all your client details are accurately archived for hassle-free legal proceedings. Manage your business better by enhancing your regular tasks with this practical integration.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when a new call is created.
    TriggerPolling
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new Contact
    ActionWrite
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More things you can do with Smith.ai and Docketwise

Discover other triggers and actions you can use with Smith.ai and Docketwise

  • Smith.ai triggers, actions, and search
    New Call

    Triggers when a new call is created.

    Trigger
    Polling
    Try It
    • Campaign ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email Address
    • Additional Data Field 1
    • Additional Data Field 2
    • Additional Data Field 3
    Action
    Write
  • Docketwise triggers, actions, and search
    Update Contact

    Triggers when a contact is updated.

    Trigger
    Polling
    Try It
    • ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Middle Name
    • Email
      Required
    • Company Name
    • Date of Birth
    • Country of Birth
    • Country of Citizenship
    • Gender
    • Alien Registration Number
    • USCIS Elis Account Number
    • Marital Status
    • Employment Status
    • Passport Number
    • Travel Document Number
    • Passport or Travel Document Issue Date
    • Passport or Travel Document Expiry Date
    Action
    Write
    • First Name
    • Last Name
    • Number
      Required
    • 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
  • Docketwise triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Middle Name
    • Email
      Required
    • Company Name
    • Date of Birth
    • Country Of Birth
    • Country of Citizenship
    • Gender
    • Alien Registration Number
    • USCIS Elis Account Number
    • Marital Status
    • Employment Status
    • Passport Number
    • Travel Document Number
    • Passport or Travel Document Issue Date
    • Passport or Travel Document Expiry Date
    • Physical Address Street Number and Name
    • Physical Address Apt/Ste/Flr
    • Physical Address Apt/Ste/Flr Number
    • Physical Address City
    • Physical Address State
    • Physical Address Province
    • Physical Address County
    • Physical Address Zip Code
    • Physical Address Postal Code
    • Physical Address Country
    Action
    Write
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About Docketwise
Docketwise is a practice management and forms software for immigration lawyers and law firms.
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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.
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Phone & SMS