Calendly + Smokeball

Create new Smokeball matters from newly created Calendly invitees

Stay organised and efficient with this workflow. Whenever a new invitee is added in Calendly, it will automatically create a new matter in Smokeball. This seamless operation helps legal professionals stay on top of their tasks, ensuring no meeting or case details get lost in the shuffle.

When this happens...
Invitee Created
Triggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create Matter
Creates a new Matter.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search

- SearchRequired
Action
Search
- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
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- Sample MatterRequired
- Test Run Configuration
Trigger
Instant
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- MatterRequired
- StatusRequired
- Test Run Configuration
Trigger
Instant
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- Search Term
- Lead Status
- Test Run Configuration
Trigger
Instant
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- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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- Sample MatterRequired
- Test Run Configuration
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Create Organization Contact
Creates an Organization Contact.
Action
Write
- Lead TypeRequired
- Description
- Person Responsible
Action
Write
- TitleRequired
- Text
- Created ByRequired
- Created Date
Action
Write
- NameRequired
- Created ByRequired
- Assignees
- Categories
- Due Date
- Duration
- Is Completed
- Completed By
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search
- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
Try It
- Sample MatterRequired
- Test Run Configuration
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
- Test Run Configuration
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
Try It
- Sample MatterRequired
- 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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- SubjectRequired
- Description
- Location
- All day
- OrganizerRequired
- AttendeesRequired
- Start date and timeRequired
- End date and timeRequired
Action
Write
- Assign to firm owner?Required
- Invoice
- DateRequired
- Subject
- Activity Code
- Description
- QuantityRequired
- PriceRequired
- Is Finalized?Required
- Is Written Off?Required
- Is Billable?Required
- Is Invoiced Externally?Required
Action
Write
- Matter TypeRequired
- Description
- Person Responsible
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File nameRequired
- Folder path
- FileRequired
- Created Date
Action
Write
- Client
- Is Lead?Required
- Search
- Status
- Last Updated
- Updated Since
Action
Search

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn more

Related categories

Productivity

Related Zap Templates

Create new Smokeball events for every newly created Calendly invitee

Create new Smokeball leads from newly created Calendly invitees

Calendly + Smokeball

Create new Smokeball matters from newly created Calendly invitees

Event Canceled

Invitee Created

Meeting Recap Created

Cancel an Event

Book Meeting for Invitee

Cancel Scheduled Event

Find Meeting Recap

Find User

Contact Updated

New Fee

Invoice Finalized

New Lead

New Matter

Matter Status Updated

New Memo

New Task

Create Organization Contact

Create Lead

Create Matter Memo

Create Task

Find Contact

Invitee Canceled

Invitee No Show Created

New Routing Form Submission

Create One-Off Meeting Link

Mark Invitee as No Show

Find Event

Find Meeting Recap Transcript

New Contact

New Expense

Invoice Created

Invoice Updated

Matter Converted

Matter Stage Updated

Matter Updated

Task Completed

Create Calendar Event

Create Matter Expense

Create Matter

Create Person Contact

Upload File

Find Matter

About Calendly

Related categories

About Smokeball

Related categories

Related Zap Templates

Related Zap Templates