Plumsail Documents + Smith.ai Integrations
How to connect Plumsail Documents + Smith.ai
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Process NameRequired
Try It
New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
The Campaign ID for this Outreach Campaign. You can find it in the URL for the campaign in your dashboard.
First NameRequired
Last NameRequired
Phone NumberRequired
Can handle any standard format for phone numbers, e.g., +15555551212 or (555) 555-1212.
Email Address
Additional Data Field 1
When you send additional data to your outreach campaign, we return it to you with all call information through the Zapier Zap.
Additional Data Field 2
When you send additional data to your outreach campaign, we return it to you with all call information through the Zapier Zap.
Additional Data Field 3
When you send additional data to your outreach campaign, we return it to you with all call information through the Zapier Zap.
Note: Additional data fields are not exposed to the receptionist making the call. You cannot use them for contextual information or call instructions for each caller
Process NameRequired
First Name
Last Name
NumberRequired
The phone number of the person you want us to call
Email Address
What should we do?Required
What should we do on the call? This must adhere to your existing instructions, e.g., "Qualify the lead" or "Book an appointment."
What if they don't answer?Required
What should we do if they don't answer (e.g., "Leave a message")?
Language
en for English, es for Spanish
When would you like us to call back?Required
Summary Email
Only required if you have multiple emails on file receiving Smith.ai call summaries. If you are receiving a 400 error, this is is likely required.
How Plumsail Documents + Smith.ai Integrations Work
- Step 1: Authenticate Plumsail Documents 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.
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