JobTread + Smith.ai

Create new JobTread customers from new Smith.ai calls

When you get a new call on Smith.ai, streamline your workflow by automatically creating a new customer on JobTread. This efficient process saves time spent on manual data entry and ensures all your important call info becomes a customer record. It's the perfect automation to keep your operations running smoothly and your customer data updated.

When this happens...
New Call
Triggers when a new call is created.
TriggerScheduled
automatically do this!
Create Customer
Create a new customer including optional contacts, locations, and jobs.
ActionWrite

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Supported triggers and actions

What does this mean?

New Call
Triggers when a new call is created.
Trigger
Scheduled
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- Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search

- 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
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more

Related categories

Project 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.

Learn more

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

JobTread + Smith.ai

Create new JobTread customers from new Smith.ai calls

New Call

Call Someone (Outreach Campaign Only)

First NameRequired

Last NameRequired

Phone NumberRequired

Email Address

Additional Data Field 1

Additional Data Field 2

Additional Data Field 3

Customer Contact Updated

OrganizationRequired

Customer Updated

OrganizationRequired

Daily Log Updated

OrganizationRequired

Document Recipient Updated

OrganizationRequired

File Created

OrganizationRequired

Limit files uploaded to this type (optional)

Job Created

OrganizationRequired

Task Created

OrganizationRequired

Vendor Contact Created

OrganizationRequired

Vendor Updated

OrganizationRequired

Create Comment

OrganizationRequired

Comment MessageRequired

Target TypeRequired

Target IdRequired

Assignee Emails

Create Customer Contact

OrganizationRequired

Customer IDRequired

NameRequired

Title

Create Job

OrganizationRequired

Location IDRequired

Description

Name

Account ID

Create Task

OrganizationRequired

NameRequired

Description

Target Type

Target Id

Parent Task Id

Start Date

Start Time

End Date

Task Progress

End Time

Assigned Membership Ids

Task Type Name

Create Vendor Contact

OrganizationRequired

Vendor IDRequired

NameRequired

Title

Query API

Query (JSON)Required

Update Job

OrganizationRequired

Job IdRequired

Description

Name

Closed On

Update Task

OrganizationRequired

Task IdRequired