What this article helps with: Creating a new SmartAdvocate case automatically from a lead Hona captures.
Who this is for: Firm admins with access to Hona Automations and a connected SmartAdvocate integration.
What it does. The SmartAdvocate: Create Case action creates a case in SmartAdvocate with the client's first name, last name, phone, email and a case summary. Hona then links the lead to the new case.
Setting it up. In Automations, click + and name the automation. Choose a trigger, such as Form Submitted with the Chatbot Form or Voice AI Form, and save it. Click Add Action and choose SmartAdvocate: Create Case. Fill each field, using the {+} icon to insert details from the trigger. Save.
Tips. Set the case type and status in SmartAdvocate after the case is created. Test with a sample lead before you turn the automation on.
Related articles: How to Configure Lead Automation, SmartAdvocate Integration Setup.