Fieldnotes + Smokeball

Fieldnotes + Smokeball integrations

Create new leads in Smokeball from new contacts in Fieldnotes

Easily manage your new contacts from Fieldnotes by seamlessly transforming them into leads in Smokeball. This workflow gets activated when a new contact is added in Fieldnotes, initiating the creation of a lead in the Smokeball system. Ideal for those seeking enhanced productivity, it ensures that every new professional contact in Fieldnotes is promptly and effectively followed up in Smokeball. Save time, improve efficiency, and never miss an opportunity with this simple yet powerful automation.

When this happens...
New ContactTriggers when you add a contact.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Fieldnotes and Smokeball

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

New AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
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- Time Duration (minutes)
Trigger
Polling
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New or Updated Meeting Note
Triggers when you add or update a meeting note.
Trigger
Instant
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New or Updated Transaction
Triggers when you add or update a transaction.
Trigger
Instant
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- Contact GUID
- Note
  Required
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write

- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search
- Name
- Contact Type
- Test Run Configuration
Trigger
Instant
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- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
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- Matter
  Required
- Status
  Required
- 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
Try It
- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
Try It
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 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

- Time Duration (minutes)
Trigger
Polling
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
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- First Name
  Required
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Profession
- Birthday
- Family Profile
- Relationship Status
- Referral Source
- Buyer Or Seller
- Goal
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Special Wants And Needs
- Spouse Name
- Bedroom
- Bathroom
- Alt Phone
- Label
- Group
- Target Price
- Spouse Email
- Spouse Phone
- Lender
- Alt Email
- Sphere Multi Select
- Property Address
- Property City
- Property State
- Property Zip
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Kids
- Sphere
- Referral
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
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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

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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Related categories

CRM (Customer Relationship Management)

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Related categories

Productivity