Smith.ai + Filevine Integrations, Built by an AI Agent
Put Smith.ai + Filevine 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 Filevine
See the kind of workflows teams build with Smith.ai and Filevine below — describe the exact one you want above and the Agent builds it on demand.
Smith.ai + Filevine
Sync intake calls and event notifications between Smith.ai and Filevine.
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Log missed calls as follow-up tasks
When a customer call goes unanswered in Smith.ai, automatically create a follow-up task in Filevine so team members can return the call.
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Send SMS notifications when tasks are completed
When a project task is marked complete in Filevine, automatically send a confirmation text message to the client through Smith.ai.
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Attach call recordings to project tasks
Once a call recording becomes available in Smith.ai, post a comment with the audio details to the corresponding task in Filevine.
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Browse the full workflow library →
Looking to achieve something else with Smith.ai and Filevine?
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 Filevine
Everything Smith.ai and Filevine 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.
TriggersTriggers when a new call is created.
Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!
Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call! ⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.
Filevine Explore Filevine →
A legal case management platform that helps law firms manage documents, client communication, task assignments, and case deadlines.
TriggersTriggers on a new event.
Creates a new collection item.
Creates a new contact.
Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.
Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.
Updates an existing form.
Creates a new project.
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.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing 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.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
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 + Filevine
Is there a pre-built Smith.ai + Filevine automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Smith.ai and Filevine's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Smith.ai or Filevine connector?
No. The Agent works whether or not Smith.ai or Filevine 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 can connecting Smith.ai with Filevine help manage missed customer calls?
You can set up an integration so every missed call in Smith.ai creates a task in Filevine, ensuring your team follows up promptly.
Can project updates in Filevine send notifications to clients?
Yes, completing a task or reaching a due date in Filevine can prompt Smith.ai to send a text message directly to the customer.