Podio + Smith.ai
Create Podio tasks for new Smith.ai calls
Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within Podio. This means that businesses will never miss a call, and their staff will be able to understand the work that’s already been completed quickly. They can then immediately identify and assign tasks for next steps, all within a single program: Podio.
Smith.ai receptionists collect contact information for every caller to your business. With this integration, any call handled by Smith.ai’s receptionists is visible directly within Podio. This means that businesses will never miss a call, and their staff will be able to understand the work that’s already been completed quickly. They can then immediately identify and assign tasks for next steps, all within a single program: Podio.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Task
Triggers when you add a new task.
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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Try It
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
OrganizationRequired
WorkspaceRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try ItNew Organization
Triggers when you add a new org.
Try It
