Smokeball and Salesflare

How to connect Smokeball

What you can automate

  • When new Contact in Smokeball, find or create contact in Salesflare.
  • When contact Updated in Smokeball, find or create contact in Salesflare.
  • When invoice Created in Smokeball, create opportunity, then find or create contact in Salesflare.
  • When invoice Updated in Smokeball, create opportunity, then find or create contact in Salesflare.
  • When new Lead in Smokeball, find or create contact in Salesflare.
  • When task Completed in Smokeball, create task in Salesflare.

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Smokeball operations on Zapier

Triggers (16)

Start a workflow when this happens

  • Contact Updated — Triggers when a contact is updated.
  • Invoice Created — Triggers when a new invoice is created.
  • Invoice Finalized — Triggers when an invoice is finalized.
  • Invoice Updated — Triggers when an invoice is updated.
  • Matter Converted — Triggers when a lead is converted to a matter.
Show 11 more triggers
  • Matter Stage Updated — Triggers when a matter stage is updated.
  • Matter Status Updated — Triggers when a matter's status is updated.
  • Matter Updated — Triggers when a matter is updated.
  • New Contact — Triggers when a new contact is created.
  • New Expense — Triggers when a new expense is created.
  • New Fee — Triggers when a new fee is created.
  • New Lead — Triggers when a new lead is created.
  • New Matter — Triggers when a new matter is created.
  • New Memo — Triggers when a new memo is created.
  • New Task — Triggers when a new task is created.
  • Task Completed — Triggers when a task is completed.

Actions (9)

Things Salesflare can make it do

  • Create Calendar Event — Creates a calender event.
  • Create Lead — Creates a new lead.
  • Create Matter — Creates a new Matter.
  • Create Matter Expense — Create a new expense for a matter.
  • Create Matter Memo — Create a new memo for a matter.
Show 4 more actions
  • Create Organization Contact — Creates an Organization Contact.
  • Create Person Contact — Creates a person contact.
  • Create Task — Creates a new task.
  • Upload File — Upload a file to a matter.

Searches (2)

Look up existing records

  • Find Contact — Finds a contact based on name.
  • Find Matter — Finds a matter.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free