Adding calls to a Smith.ai Outreach Campaign with Zapier

Justin Maxwell Updated by Justin Maxwell

This method has been replaced by a Call Someone zap action. See the new article.

Get your information ready from Smith.ai

  1. Get your API Key from https://app.smith.ai/vr/settings/account and keep it handy. It should look like a bunch of numbers and letters.
  2. Get your Campaign ID. You can find it by going to https://app.smith.ai/vr/campaigns/, selecting the correct campaign, then copying it from the URL, like so:
    Keep that handy too! We'll use it soon.

Create a new zap

"Create Zap" in the Zapier interface.

Establish your trigger

For now, you're responsible for this part. We assume going into Zapier that you know how to use Zapier, and you have a trigger that provides the necessary information:

  • Name
  • Phone Number
  • Email address (optional)

This could be a web form that sends data to Zapier, a Typeform/Surveymonkey form, Google Sheet, Email parser, or even your own API posting to an endpoint. All said, we assume that for this step you have something that can provide that info. If you don't, let's stop here. Please reach out to our tech team to see if we can help.

For this example, we'll use Webhooks by Zapier, which receives data from a web form.

Add a Webhook Action

Choose Webhooks by Zapier as the action

Select POST

Fill out the fields as shown here

For the Headers section:

Content-Type application/json

Accept application/json

Authorization token abc123abc123abc123abc123

(use your own token instead of abc123abc123abc123abc123)

Rename it to be friendly if you want to be organized

Test & continue

It should work! If it does, you'll see the call appear (reload the page) on your outbound call queue (click through to the correct campaign)

If it doesn't:

  • Try entering data in manually instead of using variables from Step 1. Maybe one of your variables is malformed or missing
  • Make sure there are no extra spaces or slashes in any field you've entered
  • Confirm you are using the correct API Key and Campaign ID
  • Reach out to us at support@smith.ai

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