In this article, learn how the Opsnav integration works with Smokeball.
Before you begin
Ensure Opsnav has been connected to Smokeball. Reach out to your Opsnav administrator for more information.
Syncing Smokeball matters to Opsnav
Note: This integration involves a one-way sync from Smokeball to Opsnav that fires every 2 minutes. Any data you edit in Opsnav does not sync back to Smokeball.
- In the Smokeball Web App, click Create New, then click New Matter.
- Select the matter type. Conveyancing, Commercial, and Wills matters all sync to Opsnav. Select Next.
- Enter the parties to the matter. The parties' contact details also sync to Opsnav. Select Next.
- In the Matter Details step, type a number in the Matter Number field. OpsNav uses the matter number to identify the matter. A matter with an empty matter number does not sync over. Select Next.
- Complete the Billing details, then select Create Matter.
Once the matter has been created, wait for the next scheduled sync. This sync occurs every 2 minutes.
Viewing your matters in Opsnav
In OpsNav, click View Matters. Recently synced matters will appear at the top of the list.
If you change contact details in Smokeball, the next sync also updates the record in Opsnav. But if you change contact or matter details in Opsnav, the sync does not send these changes to Smokeball.