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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Intake Received" from GrowPath.

Add your action

An action happens after the trigger—such as "Call Someone (Virtual Receptionist)" in Smith.ai.

You’re connected!

Zapier seamlessly connects GrowPath and Smith.ai, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- BaseHost
Trigger
Instant
Try It
- Company Name
  Required
- Company Aka
  Required
- Phone Type
  Required
- Phone Number
  Required
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Email Address Type
  Required
- Email
  Required
- monday Start Time
- monday End Time
- tuesday Start Time
- tuesday End Time
- wednesday Start Time
- wednesday End Time
- thursday Start Time
- thursday End Time
- friday Start Time
- friday End Time
- saturday Start Time
- saturday End Time
- sunday Start Time
- sunday End Time
Action
Write
- Intake Encounter Source ID
- Marketing Source ID
- Intaker ID
- Paralegal ID
- Date Of Incident
- Referred By
- State Of Incident
- SOL Date
- Matter Type ID
  Required
- Matter Status ID
  Required
- Claimant Name
  Required
- Claimant Middle Name
- Claimant Last Name
  Required
- Claimant Type
  Required
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Email Address Type
  Required
- Email
  Required
- Phone Type
  Required
- Claimant Phone
  Required
Action
Write
- Matter ID
  Required
- Body
  Required
- Topic ID
  Required
Action
Write
- Person ID
  Required
- Prefix
- First Name
- Last Name
- Suffix
- Date of Birth
- Race
- Gender
- Marital Status
- Languages
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Phone Type Id
- Number
- Email Address Type
- Email
Action
Write

- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Entity ID
- Email
- Phone Number
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Questionnaire ID
  Required
- Name
  Required
Action
Search
- Name
  Required
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

- Value
- Matter ID
  Required
- Questionnare
  Required
- Question
  Required
Action
Write
- Company ID
  Required
Action
Write
- Date Of Incident
- Matter Type ID
  Required
- Matter Status ID
  Required
- Claimant ID
  Required
Action
Write
- Prefix
- First Name
  Required
- Last Name
  Required
- Suffix
- Date of Birth
- Race
- Gender
- Marital Status
- Languages
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Phone Type Id
  Required
- Number
  Required
- Email Address Type
  Required
- Email
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
- Email
- Phone Number
Action
Search
New Call
Triggers when a new call is created.
Trigger
Polling
Try It
- 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect GrowPath and Smith.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your GrowPath to Smith.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About GrowPath

GrowPath is a legal case management platform that manages both intakes and cases.

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Related categories

CRM (Customer Relationship Management)

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.

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