Boulevard + Smith.ai

Create new Boulevard clients from new Smith.ai calls

Save time and stay organized by letting this workflow streamline your client management process. Whenever a new call is recorded in Smith.ai, a new client is created in the Boulevard app. Ideal for businesses using both Smith.ai and Boulevard, this automation directly contributes to efficient operations and improved customer service.

When this happens...
New CallTriggers when a new call is created.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Smith.ai and Boulevard

Discover other triggers and actions you can use with Smith.ai and Boulevard

New Call
Triggers when a new call is created.
Trigger
Polling
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- Campaign ID
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be tagged
  Required
- Tag Id
  Required
Action
Write

- Client ID
  Required
- Text
  Required
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
Action
Write
- Client ID
  Required
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search

- First Name
- Last Name
- Number
  Required
- Email Address
- What should we do?
  Required
- What if they don't answer?
  Required
- Language
- When would you like us to call back?
  Required
- Summary Email
Action
Write
Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First name
  Required
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
- Duration
  Required
- Reason
  Required
- Title
Action
Write
- Appointment Id
  Required
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order ID
  Required
Action
Search

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

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Related categories

Scheduling & Booking

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS