Acuity Scheduling + Smokeball

Create new Smokeball leads from new Acuity Scheduling appointments

Boost your legal productivity with this streamlined workflow. Whenever a new appointment is made in Acuity Scheduling, a corresponding lead will be created in Smokeball ensuring you never miss a potential client again. Get organized and stay on top of your leads with this seamless connection between Acuity Scheduling and Smokeball.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- Name
- Contact Type
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- MatterRequired
- StatusRequired
Trigger
Instant
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- MatterRequired
- StatusRequired
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- SubjectRequired
- Description
- Location
- All day
- OrganizerRequired
- AttendeesRequired
- Start date and timeRequired
- End date and timeRequired
Action
Write
- Assign to firm owner?Required
- Invoice
- DateRequired
- Subject
- Activity Code
- Description
- QuantityRequired
- PriceRequired
- Is Finalized?Required
- Is Written Off?Required
- Is Billable?Required
- Is Invoiced Externally?Required
Action
Write
- Matter TypeRequired
- Description
- Person Responsible
Action
Write
Create Person Contact
Creates a person contact.
Action
Write
- File nameRequired
- Folder path
- FileRequired
- Created Date
Action
Write
- Client
- Is Lead?Required
- Search
- Status
- Last Updated
- Updated Since
Action
Search

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- Name
- Contact Type
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
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- MatterRequired
- StatusRequired
Trigger
Instant
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- Search Term
- Lead Status
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Search Term
- Matter Status
Trigger
Instant
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- Sample MatterRequired
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 TypeRequired
- Description
- Person Responsible
Action
Write
- TitleRequired
- Text
- Created ByRequired
- Created Date
Action
Write
- NameRequired
- Created ByRequired
- Assignees
- Categories
- Due Date
- Duration
- Is Completed
- Completed By
- Details
Action
Write
- Name
- Contact number (mobile, home or work)
- Email
Action
Search

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Related categories

Scheduling & Booking

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn more

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Productivity

Acuity Scheduling + Smokeball

Create new Smokeball leads from new Acuity Scheduling appointments

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

New Contact

New Expense

Invoice Created

Invoice Updated

Matter Converted

Matter Stage Updated

Matter Updated

Task Completed

Create Calendar Event

Create Matter Expense

Create Matter

Create Person Contact

Upload File

Find Matter

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

Contact Updated

New Fee

Invoice Finalized

New Lead

New Matter

Matter Status Updated

New Memo

New Task

Create Organization Contact

Create Lead

Create Matter Memo

Create Task

Find Contact

About Acuity Scheduling

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SuperSaaS

About Smokeball

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