LeadConnector + Smokeball

Create and manage new Smokeball matters by adding or updating contacts in LeadConnector

Stay on top of client management in LeadConnector whenever new matters emerge in Smokeball. With this workflow, each time a new matter shows up in Smokeball, it will create or update a contact in LeadConnector. This ensures your customer relationship management is always current, saving your team the time and hassle of manual updates. It bridges the gap between your legal case management and lead tracking, enabling a more efficient and streamlined process.

When this happens...
New Matter
Triggers when a new matter is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- SubjectRequired
- Description
- Location
- All day
- OrganizerRequired
- AttendeesRequired
- Start date and timeRequired
- End date and timeRequired
Action
Write

- Lead TypeRequired
- Description
Action
Write
- TitleRequired
- Text
- Created ByRequired
- Created Date
Action
Write

- NameRequired
- Created ByRequired
- Assignees
- Categories
- Due Date
- Duration
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Organization Contact
Creates an Organization Contact.
Action
Write
- Matter TypeRequired
- Description
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File nameRequired
- Folder path
- FileRequired
- Created Date
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write