Smokeball + Sophiie

Smokeball + Sophiie integrations

Create new leads in Smokeball from new leads in Sophiie

Boost your efficiency with this automation workflow between Sophiie and Smokeball. When a new lead is generated in Sophiie, it prompts the creation of a corresponding lead within Smokeball. This not only ensures seamless data transfer between the two platforms but also saves manual data entry time. Experience streamlined leads management to prioritize conversion efforts effectively.

When this happens...
New Lead CreatedTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Sophiie and Smokeball

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

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- 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
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- Sample Matter
  Required
- Test Run Configuration
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 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

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
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New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
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- 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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- Matter
  Required
- Status
  Required
- Test Run Configuration
Trigger
Instant
Try It
- Search Term
- Matter Status
- Test Run Configuration
Trigger
Instant
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- Sample Matter
  Required
- Test Run Configuration
Trigger
Instant
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- 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 Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Related categories

Productivity

About Sophiie

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

HelpHelp

Related categories

CRM (Customer Relationship Management)