Smith.ai + Thryv
Initiate outreach campaign calls from Smith.ai for new Thryv clients
Make sure your clients get reached ASAP. Initiate an outreach campaign call from Smith.ai when a new client is created in Thryv. This template is often used to automate new client intake. Engage faster with Zapier and Smith.ai.
Make sure your clients get reached ASAP. Initiate an outreach campaign call from Smith.ai when a new client is created in Thryv. This template is often used to automate new client intake. Engage faster with Zapier and Smith.ai.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Call Someone (Outreach Campaign Only)
Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call!
⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired
