Smith.ai integration with Filter by Nekton
How to Create Dubsado projects from Smith.ai calls
Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integration automatically filters all Smith.ai calls so only new leads get through, then creates new projects in Dubsado accounts for these leads, complete with first and last name, email address, physical address, and phone number. Quickly respond to, capture contact information for, and nurture every new lead for your business to increase client conversions.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Dubsado projects from Smith.ai calls" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dubsado integrations
Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integra...
Smith.ai receptionists answer every new lead who calls your business, but you need their contact information in Dubsado for swift nurturing and follow-up. This integra...
Dubsado actions
Nekton can use any feature that is available in Dubsado API.
Using our advanced AI, you can easily create custom automations for Dubsado.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a new project.
Contract Signed
Triggers when a client submits a signed contract.
New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Project Status Updated
Triggers when a project's status is updated.
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
New Payment Received
Triggers when a client makes a payment on an invoice.
About Dubsado
​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.