Smith.ai Chat + Smokeball

Smith.ai Chat + Smokeball integrations

Create new Smokeball leads from new Smith.ai Chat chats

Streamline your lead creation process with this efficient workflow. When a new chat starts in the Smith.ai Chat app, a new lead is instantly created in the Smokeball app. This setup not only saves time but also ensures that no potential lead slips through the cracks. Enhance your client management by bringing all your new contacts directly from Smith.ai into Smokeball.

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

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More things you can do with Smith.ai Chat and Smokeball

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

New Chat
Triggers when a new chat is created.
Trigger
Polling
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- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
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- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
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- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
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- Search Term
- Lead Status
- Test Run Configuration
Trigger
Instant
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- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Create Organization Contact
Creates an Organization Contact.
Action
Write
- Lead Type
  Required
- Description
- Person Responsible
Action
Write
- Title
  Required
- Text
- Created By
  Required
- Created Date
Action
Write
- Name
  Required
- Created By
  Required
- Assignees
- Categories
- Due Date
- Duration
- Is Completed
- Completed By
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search

- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
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- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- Subject
  Required
- Description
- Location
- All day
- Organizer
  Required
- Attendees
  Required
- Start date and time
  Required
- End date and time
  Required
Action
Write
- Assign to firm owner?
  Required
- Invoice
- Date
  Required
- Subject
- Activity Code
- Description
- Quantity
  Required
- Price
  Required
- Is Finalized?
  Required
- Is Written Off?
  Required
- Is Billable?
  Required
- Is Invoiced Externally?
  Required
Action
Write
- Matter Type
  Required
- Description
- Person Responsible
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File name
  Required
- Folder path
- File
  Required
- Created Date
Action
Write
- Client
- Is Lead?
  Required
- Search
- Status
- Last Updated
- Updated Since
Action
Search

About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.

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Related categories

Customer Support

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Related categories

Productivity