How to connect Smith.ai to Make

Jessica Paxton Updated by Jessica Paxton

What is Make?

Make is a no-code automation platform that allows users to create and manage workflows without writing any code. It provides a visual drag-and-drop interface that makes it easy to connect business apps and automate tasks.

Prerequisites

What you’ll need:

  • A Make account
  • A Smith.ai account

How to connect Smith.ai to Make

We've broken down how to connect Smith.ai to Make. This article will cover each of these steps in detail:

  1. Getting your Smith.ai API keys
  2. Create a Scenario & Connection
Getting your Smith.ai API keys
  1. Go to your Smith.ai dashboard.
  2. Select the “Integrations” tab.
  3. Select Make from the list of integrations to begin the process.
  4. Press the Connect Make button.
    1. If you have more than one integration, you'll be presented with a billing confirmation.
  5. You'll be presented with an API token. Copy your API token by pressing the blue copy button. You'll use the API token later.

Creating a New Scenario

If this is your first time using Make, read our Best Practices for Make guide for tips.
  1. From the Make dashboard, click Create a new scenario.
  2. Click the plus sign. Search and select Smith.ai.
  3. Then select the Trigger or Action you want to use. Smith.ai has 1 trigger and 2 actions. Pros can use Make to send data from other applications to Smith.ai using the actions. Make can also be used to send data from Smith.ai to other applications using the trigger.
    1. New Call Trigger - Triggers when Smith.ai agents complete a call and send a call summary.
      Spam calls do not trigger a scenario as they do not trigger an instant call summary.
    2. Call Someone (Outreach Campaign Only) Action - 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 call them!
    3. Call Someone (Virtual Receptionist) Action - 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!
  4. Next, create a connection.
    1. If you do not already have one, you'll click the "Create a Connection" button. In this example, we've selected the "New Calls" trigger and are connecting to it. Continue to step 5.
    2. If you already have a connection, click the "Add" button. Continue to step 5.
  5. To create a connection, name your connection and paste your API key.
  6. Click Save.
  7. Continue adding other apps and connections to build your scenario. Follow Make's guide on building scenarios.
  8. Schedule and activate your scenario.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

How to Connect Angi Leads to Smith.ai for Outbound Calls (using Make)

How to send Smith.ai call summaries to Outreach.io

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