How to connect Paperform + Smith.ai
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New CallTriggers when a new call is created.Trigger
- 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!Action
- Call Someone (Outreach Campaign Only)Action
- Step 1: Authenticate Paperform and Smith.ai.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.