Smith.ai + Trello integrations
Create Trello cards from new Smith.ai calls
Stay organized and on top of your communications with this workflow. Whenever there's a new call in Smith.ai, a card will be created in Trello. This offers seamless coordination between your calling and project management tools, helping you ensure nothing important slips through the cracks.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Smith.ai and Trello
Discover other triggers and actions you can use with Smith.ai and Trello
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling
- 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
ActionWrite- New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerInstant
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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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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