Levitate + Smokeball

Manage new Smokeball matters by creating or updating Levitate contacts

Stay on top of your Smokeball activities without missing a beat. This workflow springs into action each time a new matter surfaces in Smokeball, ensuring that your Levitate contact records are promptly updated or created. This process keeps your Levitate contact list up-to-date with Smokeball, saving you the hassle of manual entries, and allowing you to efficiently manage your contacts in one place.

Stay on top of your Smokeball activities without missing a beat. This workflow springs into action each time a new matter surfaces in Smokeball, ensuring that your Levitate contact records are promptly updated or created. This process keeps your Levitate contact list up-to-date with Smokeball, saving you the hassle of manual entries, and allowing you to efficiently manage your contacts in one place.

  1. When this happens...
    SmokeballSmokeball
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

levitate logo
levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
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Related categories

  • CRM (Customer Relationship Management)
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smokeball-1 logo

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys
Learn more

Related categories

  • Productivity