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Connect Docketwise and Smith.ai to power AI-driven automation

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Zapier makes it easy to integrate Docketwise with Smith.ai - no code necessary. See how you can get setup in minutes.

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Docketwise
Docketwise logo
Docketwise
1. Choose trigger event
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Smith.ai
Smith.ai logo
Smith.ai
2. Choose action
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1. Select the event
Setup
Test
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Docketwise
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Docketwise.

Add your action

An action happens after the trigger—such as "Call Someone (Virtual Receptionist)" in Smith.ai.

You’re connected!

Zapier seamlessly connects Docketwise and Smith.ai, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Docketwise triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Middle Name
    • Email
      Required
    • Company Name
    • Date of Birth
    • Country Of Birth
    • Country of Citizenship
    • Gender
    • Alien Registration Number
    • USCIS Elis Account Number
    • Marital Status
    • Employment Status
    • Passport Number
    • Travel Document Number
    • Passport or Travel Document Issue Date
    • Passport or Travel Document Expiry Date
    • Physical Address Street Number and Name
    • Physical Address Apt/Ste/Flr
    • Physical Address Apt/Ste/Flr Number
    • Physical Address City
    • Physical Address State
    • Physical Address Province
    • Physical Address County
    • Physical Address Zip Code
    • Physical Address Postal Code
    • Physical Address Country
    Action
    Write
  • Smith.ai triggers, actions, and 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
  • Docketwise triggers, actions, and search
    Update Contact

    Triggers when a contact is updated.

    Trigger
    Polling
    Try It
    • ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Middle Name
    • Email
      Required
    • Company Name
    • Date of Birth
    • Country of Birth
    • Country of Citizenship
    • Gender
    • Alien Registration Number
    • USCIS Elis Account Number
    • Marital Status
    • Employment Status
    • Passport Number
    • Travel Document Number
    • Passport or Travel Document Issue Date
    • Passport or Travel Document Expiry Date
    Action
    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

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Customers have created over 25 million Zaps on the platform

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Connect Docketwise and Smith.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Docketwise to Smith.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Docketwise
Docketwise is a practice management and forms software for immigration lawyers and law firms.
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Forms & Surveys
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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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Phone & SMS

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