Actionstep + Smith.ai Chat

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 Chat
Triggers when a new chat is created.
TriggerScheduled
automatically do this!
Create Individual Contact
Creates an individual contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Chat
Triggers when a new chat is created.
Trigger
Scheduled
New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
New File Note
Triggers when a new file note is created.
Trigger
Instant
New Contact
Triggers when a participant/contact is created.
Trigger
Instant

Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant

Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant

Actionstep
Adds a participant to an action/matter.
Scheduled
Action
Actionstep
Creates a new action/matter.
Scheduled
Action
Actionstep
Creates a company contact.
Scheduled
Action
Actionstep
Creates a new file note for an action/matter.
Scheduled
Action
Actionstep
Creates an individual contact.
Scheduled
Action
Actionstep
Creates a task for an action/matter.
Scheduled
Action
Actionstep
Create a disbursement.
Scheduled
Action
Actionstep
Creates a time entry.
Scheduled
Action
Actionstep
Update company contact
Scheduled
Action
Actionstep
Updates an existing file note.
Scheduled
Action
Actionstep
Update an individual contact
Scheduled
Action
Actionstep
Updates a matter.
Scheduled
Action
Actionstep
Updates a matter custom field value.
Scheduled
Action
Actionstep
Updates a task.
Scheduled
Action
Actionstep
Find a matter custom field based on the supplied custom field name.
Scheduled
Action
Actionstep
Finds a tax code record based on the supplied code.
Scheduled
Action
Actionstep
Retrieve a matter custom field value based on the supplied custom field id and matter id.
Scheduled
Action
Actionstep
Find a contact/participant by name or ID.
Scheduled
Action
Actionstep
Finds a matter/action by name or ID.
Scheduled
Action
Actionstep
Find or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action