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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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Smith.ai Explore Smith.ai →

Triggers

New inbound SMS

Fires when a new text message is received in Smith.ai.

New call

Fires when a new call comes in or out through Smith.ai.

Missed call

Fires when a call is missed in Smith.ai.

Call recording ready

Fires when a call recording finishes processing in Smith.ai.

Actions

Send an SMS or MMS

Sends a text message through Smith.ai.

Place an outbound call

Starts an outbound call via Smith.ai.

Create or update a contact

Creates or updates a contact in Smith.ai.

Send a voice message

Sends a recorded voice message via Smith.ai.

Actionstep Explore Actionstep →

Triggers

New lead created

Fires when a new lead or contact is created in Actionstep.

Deal stage changed

Fires when a deal moves to a new stage in Actionstep.

Deal won

Fires when a deal is marked won in Actionstep.

Contact updated

Fires when a field on a contact changes in Actionstep.

Actions

Create or update contact

Creates or updates a contact in Actionstep.

Create deal

Creates a new deal in Actionstep.

Update deal stage

Moves a deal to a new stage in Actionstep.

Log activity

Logs a call, email, or note against a record 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. See details

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. See details

See all Smith.ai + Actionstep integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Smith.ai and Actionstep?

Yes — describe it in the box above and Knit's Integrations Agent researches Smith.ai and Actionstep's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.