Connect Intaker and Smith.ai to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Intaker and Smith.ai together. Build enterprise-grade automation in minutes.

Our most popular template

Create new leads in Intaker from new calls in Smith.ai
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Smith.ai + Intaker
"initiate new Smith.ai calls when new chats occur in Intaker"
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Intaker + Smith.ai
Handle new Intaker callback requests by initiating a call with Smith.ai's virtual receptionist
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Intaker + Smith.ai

Create new leads in Intaker from new calls in Smith.ai

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Smith.ai + Intaker

"initiate new Smith.ai calls when new chats occur in Intaker"

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Intaker + Smith.ai

Handle new Intaker callback requests by initiating a call with Smith.ai's virtual receptionist

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Intaker + Smith.ai

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Intaker with Smith.ai - no code necessary. See how you can get setup in minutes.

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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 "AI Agent Conversations" from Intaker.

Add your action

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

You’re connected!

Zapier seamlessly connects Intaker 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.

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write
- 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

- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write
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

For AI agents & developers

Use Intaker and Smith.ai with AI agents and code

Beyond Zap workflows. Call Intaker and Smith.ai actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Intaker and Smith.ai actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to AI Agent
Call Someone (Virtual Receptionist)

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Intaker and Smith.ai actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* intaker / smithai-zapier-app-da100556 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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 Intaker 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 Intaker 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 Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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Related categories

Dashboards

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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Related categories

Phone & SMS

Connect Intaker and Smith.ai to power AI-driven automation

Launch your first automated workflow

Create new leads in Intaker from new calls in Smith.ai

"initiate new Smith.ai calls when new chats occur in Intaker"

Handle new Intaker callback requests by initiating a call with Smith.ai's virtual receptionist

Create new leads in Intaker from new calls in Smith.ai

"initiate new Smith.ai calls when new chats occur in Intaker"

Handle new Intaker callback requests by initiating a call with Smith.ai's virtual receptionist

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Intaker and Smith.ai with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Intaker to Smith.ai on the world's largest no-code automation platform