Intaker + Smith.ai

Intaker + Smith.ai integrations

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

Simplify your workflow with this automation that kicks into gear whenever there's a new callback request in your Intaker app. Without any extra steps on your part, this efficient process instantly connects with the Smith.ai app to initiate the "Call Someone" task via their Virtual Receptionist service. By saving you time and effort, this workflow streamlines your call back process and ensures prompt responses for your clients.

When this happens...
New Callback RequestTriggers when a new call back request is received by Intaker.
TriggerPolling
automatically do this!
Call Someone (Virtual Receptionist)Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
ActionWrite

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More things you can do with Intaker and Smith.ai

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

- 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

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

Related Zap Templates

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

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