Zapier Integration

Available on Smokeball Bill, Boost, Grow and Prosper+

Learn how to connect Smokeball to Zapier to take the automation of tasks in your firm to the next level.

Zapier is an application that delivers the power of automated tasks without requiring any experience or technical skill. You can use Zapier to direct Smokeball to copy and paste information to any one of Zapier's 5000 other app integrations. It is a way of building workflows and accomplishing simple tasks.

Learn more about Zapier and the apps they connect to from their website.

Zapier has also put together a Quick-Start Guide to creating your first Zap.

Connect Smokeball to Zapier

  1. Log in to Zapier and navigate to My Apps.
  2. In the search bar, search for Smokeball and select Connect next to Smokeball.
  3. A new window will open to confirm your region.
  4. Confirm your Smokeball account.

Once you have connected your Smokeball account username and password, Smokeball will be listed among the other apps you’ve connected to Zapier and you’ll be ready to create Zaps using Smokeball triggers and actions.

Create a Zap with Smokeball triggers

  1. Select Create Zap from the left menu on Zapier.
  2. Select Smokeball from the app list in the Trigger or Actions section to see the list of events you can choose from.
  3. Depending on the event you have chosen, a list of actions will populate under it. Enter the information you wish to add to the Zap before publishing it.

Supported Smokeball triggers and actions

Currently, the Smokeball app contains the following triggers and actions:

Triggers List Actions List
  • New Lead
  • New Matter
  • New Contact
  • Contact Updated
  • New Memo
  • New Task
  • New Fee
  • New Expense/Disbursement
  • Create Lead
  • Create Matter
  • Upload File (to a matter)
  • Create Matter Memo
  • Create Task
  • Create Calendar event
  • Create Person Contact
  • Create Organization Contact
  • Find Contact

 

How to get help with the integration

If you need assistance with the Zapier integration, contact Zapier support on their website.

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