Skip to content

MyCase + Smith.ai

MyCase + Smith.ai

MyCase + Smith.ai integrations

Generate new leads in MyCase from new calls in Smith.ai

Streamline your client intake process by connecting Smith.ai and MyCase. Whenever there's a new call in Smith.ai, this workflow triggers a new lead creation in MyCase. This automation helps your team keep track of new leads as they come in, enabling an efficient and smooth lead engagement process. Enjoy a fast response time and an organized lead management.

When this happens...
New CallTriggers when a new call is created.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

Start free with email

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 MyCase

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

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
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write

- MyCase Case To Update
  Required
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write

- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or 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
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Name
  Required
Action
Write
- MyCase Company To Update
  Required
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To Update
  Required
- Email
- First_name
- Middle_name
- Last_name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn moreLearn moreHelpHelp

Related categories

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