Birdeye + Smokeball

Update customers in Birdeye when matter statuses are updated in Smokeball

When a matter status gets updated in the Smokeball app, ensure that the corresponding information is promptly replicated in the Birdeye app by creating a new customer record. This workflow streamlines data entry, helps maintain up-to-date customer records, and ensures seamless communication and service delivery. An effective solution for legal professionals handling large volumes of cases and clients.

When this happens...
Matter Status Updated
Triggers when a matter's status is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

- 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
- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
- CRM Name
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Name
- Contact Type
Trigger
Instant
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- Sample MatterRequired
Trigger
Instant
Try It
- 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
- Business numberRequired
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business numberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn more

Related categories

Productivity

Birdeye + Smokeball

Update customers in Birdeye when matter statuses are updated in Smokeball

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

Cancel Appointment

Complete Appointment

New Refund

New Contact

New Lead

New Review

Review Deleted

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Integration Callback

Update Appointment

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

New Appointment

New Canceled Invoice

Confirm Appointment

New Ticket

New Invoice

New Payment

No Show Appointment

Review Updated

Create Appointment

Create Invoice

Get Contact Details

Mark Invoice as Paid

Update Ticket

About Birdeye

Related categories

About Smokeball

Related categories