Docketwise + Smokeball

Docketwise + Smokeball integrations

Create new Smokeball persons contacts from new Docketwise contacts

Ensure your contact details stay consistent across platforms with a streamlined workflow. When you add a new contact in Docketwise, this integration will effortlessly update Smokeball by creating a corresponding person contact. Resulting in an efficient and seamless process, this workflow assists in maintaining your contact information error-free and updated. It's an effective solution to juggle contacts between your Docketwise and Smokeball applications.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create Person ContactCreates a person contact.
ActionWrite

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More things you can do with Docketwise and Smokeball

Discover other triggers and actions you can use with Docketwise and Smokeball

New Contact
Triggers when a new contact is created.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
- Physical Address Street Number and Name
- Physical Address Apt/Ste/Flr
- Physical Address Apt/Ste/Flr Number
- Physical Address City
- Physical Address State
- Physical Address Province
- Physical Address County
- Physical Address Zip Code
- Physical Address Postal Code
- Physical Address Country
Action
Write
- 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
Try It
- 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

Update Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- Company Name
- Date of Birth
- Country of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
Action
Write
- 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 Docketwise

Docketwise is a practice management and forms software for immigration lawyers and law firms.

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Forms & Surveys

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Related categories

Productivity