Smith.ai + Thryv

Smith.ai + Thryv integrations

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.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
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.
ActionWrite

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More things you can do with Thryv and Smith.ai

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

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Notes
Action
Write
- Client
  Required
- Title
  Required
- Body
  Required
- Source
- Source URL
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- 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
Action
Search or write

- First Name
- Last Name
- Number
  Required
- 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
Action
Write

New Client
Triggers when new client is created.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- First Name
  Required
- 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
Action
Write
- Email
  Required
Action
Search
New Call
Triggers when a new call is created.
Trigger
Polling
Try It
- Campaign ID
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

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Related categories

Phone & SMS

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Find or create Thryv contacts from new Smith.ai calls

Initiate outbound virtual receptionist calls from Smith.ai for new Thryv clients