Smith.ai + Actionstep Integrations
Put Smith.ai + Actionstep to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Smith.ai and Actionstep
See the kind of workflows teams build with Smith.ai and Actionstep below — describe the exact one you want above and the Agent builds it on demand.
Smith.ai + Actionstep
When a new call occurs in Smith.ai, automatically create an individual contact in Actionstep.
Send text messages to newly created leads
When a new lead is created in Actionstep, automatically send a welcome SMS via Smith.ai to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Smith.ai, automatically log the activity on the contact's record in Actionstep.
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Dispatch text confirmations on won deals
When a deal is won in Actionstep, send an automated SMS via Smith.ai to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Smith.ai and Actionstep?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Smith.ai and Actionstep
Everything Smith.ai and Actionstep can do inside a workflow — the triggers that start one and the actions that run when it fires.
Smith.ai Explore Smith.ai →
Smith.ai is a virtual receptionist and call handling service that provides virtual agents and AI to manage calls, web chat, and lead intake.
Knit's Integrations Agent builds Smith.ai's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Smith.ai's API.
Actionstep Explore Actionstep →
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
TriggersTriggers when an action/matter is created.
Triggers when a participant/contact is added to an action/matter.
Triggers when a new file note is created.
Triggers when a participant/contact is created.
Triggers when a step change occurs on an action/matter.
Triggers when a new task is created.
Adds a participant to an action/matter.
Creates a new action/matter.
Creates a company contact.
Creates a new file note for an action/matter.
Creates an individual contact.
Creates a task for an action/matter.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
AvidMobile
A mobile marketing platform offering SMS text messaging, mobile coupons, and bulk messaging services for businesses.
Avochato
Avochato is a phone and SMS communications platform that enables businesses to handle customer text messaging and call management.
Beetexting
Beetexting is a business text messaging platform that enables teams to send SMS messages, manage group conversations, and build relationships.
Berkshire Receptionists
Berkshire Receptionists provides virtual receptionist services, managing business phone calls, message taking, and call handling for organizations.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Affinity
Affinity is a relationship intelligence CRM built for investment professionals to automatically capture network interactions and deal flow.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Smith.ai + Actionstep
Is there a pre-built Smith.ai + Actionstep automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Smith.ai and Actionstep's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Smith.ai or Actionstep connector?
No. The Agent works whether or not Smith.ai or Actionstep already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Actionstep and Smith.ai help track phone communications?
Inbound calls, text messages, and missed calls handled in Smith.ai can automatically log activities or update lead profiles directly inside Actionstep.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Actionstep can prompt Smith.ai to send an automated SMS confirmation or message to the client.