Intaker + Smith.ai

Intaker + Smith.ai integrations

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

When a new call is logged in the Smith.ai app, streamline your workflow by instantly creating a lead in the Intaker app. This automation ensures you never miss capturing important call data, making your lead generation process more efficient. Using this workflow, you can save time and improve consistency in your lead management activities.

When this happens...
New CallTriggers when a new call is created.
TriggerPolling
automatically do this!
Create Leadcreate a new lead in your Intaker Account
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Smith.ai and Intaker

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

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
- 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

- 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
- 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

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

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

"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