Acuity Scheduling + Smokeball

Acuity Scheduling + Smokeball integrations

Create new Smokeball leads from new Acuity Scheduling appointments

Boost your legal productivity with this streamlined workflow. Whenever a new appointment is made in Acuity Scheduling, a corresponding lead will be created in Smokeball ensuring you never miss a potential client again. Get organized and stay on top of your leads with this seamless connection between Acuity Scheduling and Smokeball.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Acuity Scheduling and Smokeball

Discover other triggers and actions you can use with Acuity Scheduling and Smokeball

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
Try It

- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
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- Subject
  Required
- Description
- Location
- All day
- Organizer
  Required
- Attendees
  Required
- Start date and time
  Required
- End date and time
  Required
Action
Write
- Assign to firm owner?
  Required
- Invoice
- Date
  Required
- Subject
- Activity Code
- Description
- Quantity
  Required
- Price
  Required
- Is Finalized?
  Required
- Is Written Off?
  Required
- Is Billable?
  Required
- Is Invoiced Externally?
  Required
Action
Write
- Matter Type
  Required
- Description
- Person Responsible
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File name
  Required
- Folder path
- File
  Required
- Created Date
Action
Write
- Client
- Is Lead?
  Required
- Search
- Status
- Last Updated
- Updated Since
Action
Search

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Lead Status
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Organization Contact
Creates an Organization Contact.
Action
Write
- Lead Type
  Required
- Description
- Person Responsible
Action
Write
- Title
  Required
- Text
- Created By
  Required
- Created Date
Action
Write
- Name
  Required
- Created By
  Required
- Assignees
- Categories
- Due Date
- Duration
- Is Completed
- Completed By
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Productivity