Dialpad + Smokeball

Create and assign new contacts in Dialpad when they are added in Smokeball

When a new contact is added in Smokeball, this workflow immediately creates and optionally assigns that contact in Dialpad. This automation streamlines your process, reducing manual data entry and ensuring your Dialpad contact list stays up-to-date with Smokeball. Enhance your team's productivity and keep your contacts well-organized with this efficient, time-saving solution.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite

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Supported triggers and actions

- Name
- Contact Type
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- MatterRequired
- StatusRequired
Trigger
Instant
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- MatterRequired
- StatusRequired
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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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
- SMS directionRequired
Trigger
Instant
Try It
Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write

- Name
- Contact Type
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
Trigger
Instant
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- Search Term
- Lead Status
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Sample MatterRequired
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
- Call StatesRequired
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Related categories

Phone & SMS

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn more

Related categories

Productivity

Dialpad + Smokeball

Create and assign new contacts in Dialpad when they are added in Smokeball

Supported triggers and actions

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

SMS Created

Create and Optionally Assign Contact in Dialpad

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

Call State Changed

API Request (Beta)

About Dialpad

Related categories

About Smokeball

Related categories