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.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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