Docketwise + Smith.ai
Create new Docketwise contacts from new Smith.ai calls
Automate your client service operations with this efficient task flow. Every time there's a new call in Smith.ai, corresponding client details will be instantly logged into Docketwise as a new contact. This streamlined process not only saves your valuable time but also ensures all your client details are accurately archived for hassle-free legal proceedings. Manage your business better by enhancing your regular tasks with this practical integration.
Automate your client service operations with this efficient task flow. Every time there's a new call in Smith.ai, corresponding client details will be instantly logged into Docketwise as a new contact. This streamlined process not only saves your valuable time but also ensures all your client details are accurately archived for hassle-free legal proceedings. Manage your business better by enhancing your regular tasks with this practical integration.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Contact
Creates a new Contact
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- 14 day trial for premium features & apps
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
Update Contact
Triggers when a contact is updated.
Try ItIDRequired
First NameRequired
Last NameRequired
Middle Name
EmailRequired
Company Name
Date of Birth
Country of Birth
Country of Citizenship
Gender
Alien Registration Number
USCIS Elis Account Number
Marital Status
Employment Status
Passport Number
Travel Document Number
Passport or Travel Document Issue Date
Passport or Travel Document Expiry Date
First Name
Last Name
NumberRequired
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
New Contact
Triggers when a new contact is created.
Try ItFirst NameRequired
Last NameRequired
Middle Name
EmailRequired
Company Name
Date of Birth
Country Of Birth
Country of Citizenship
Gender
Alien Registration Number
USCIS Elis Account Number
Marital Status
Employment Status
Passport Number
Travel Document Number
Passport or Travel Document Issue Date
Passport or Travel Document Expiry Date
Physical Address Street Number and Name
Physical Address Apt/Ste/Flr
Physical Address Apt/Ste/Flr Number
Physical Address City
Physical Address State
Physical Address Province
Physical Address County
Physical Address Zip Code
Physical Address Postal Code
Physical Address Country
