Lawcus + Smith.ai + Filter by Zapier
Create persons in Lawcus from new Smith.ai calls
Smith.ai receptionists answer every new lead who calls your business, but you may need a Lawcus person created for these new leads. Instead of manually creating them yourself, set up this integration to filter for Smith.ai new lead calls only, then automatically create persons in your Lawcus account with first and last name, email, phone number, and address. That way, you'll have every lead whoever called you logged in your case management platform.
Smith.ai receptionists answer every new lead who calls your business, but you may need a Lawcus person created for these new leads. Instead of manually creating them yourself, set up this integration to filter for Smith.ai new lead calls only, then automatically create persons in your Lawcus account with first and last name, email, phone number, and address. That way, you'll have every lead whoever called you logged in your case management platform.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Person
Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
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