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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. 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
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Supported triggers and actions

What does this mean?
  • Smith.ai Chat triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
  • Actionstep triggers, actions, and search

    New Matter Participant

    Triggers when a participant/contact is added to an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    New Contact

    Triggers when a participant/contact is created.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Matter Step Changed

    Triggers when a step change occurs on an action/matter.

    Trigger
    Instant
    Try It
  • Actionstep triggers, actions, and search

    Updated Matter

    Triggers when an existing Matter is updated.

    Trigger
    Instant
    Try It
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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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