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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.

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.

  1. short arrow
    long arrow
    When this happens...
    Smith.ai ChatSmith.ai Chat
    New Chat

    Triggers when a new chat is created.

    TriggerScheduled
  2. automatically do this!
    ActionstepActionstep
    Create Individual Contact

    Creates an individual contact.

    ActionWrite

Supported triggers and actions

What does this mean?
actionstep logo
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)
smithai-chat logo
smithai-chat logo
smithai-chat logo

About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.

Related categories

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