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.
- New ChatTriggers when a new chat is created.Trigger
- New MatterTriggers when an action/matter is created.Trigger
- New Matter ParticipantTriggers when a participant/contact is added to an action/matter.Trigger
- New File NoteTriggers when a new file note is created.Trigger
- New ContactTriggers when a participant/contact is created.Trigger
- Matter Step ChangedTriggers when a step change occurs on an action/matter.Trigger
- New TaskTriggers when a new task is created.Trigger
- Updated MatterTriggers when an existing Matter is updated.Trigger
- 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 a contact based on different search criteria.
Scheduled
Action
- Actionstep
Find a matter based on different search criteria.
Scheduled
Action
- Actionstep
Find or Create Contact
Scheduled
Action
- Actionstep
Find or Create Matter
Scheduled
Action
- Actionstep
Find or Create Participant
Scheduled
Action
- Actionstep
Find a contact based on different search criteria.
Scheduled
Action
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