Microsoft Excel + Smokeball

Create rows in Microsoft Excel for each new lead in Smokeball

Keep your Excel sheets updated with new leads instantly with this Smokeball to Microsoft Excel workflow. When a new lead is detected in Smokeball, a new row will be generated in your selected Microsoft Excel spreadsheet. Never miss valuable lead information again, ensuring that everything is organized and ready for you to make your sales moves.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

- Name
- Contact Type
Trigger
Instant
Try It
- Sample MatterRequired
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
Trigger
Instant
Try It
- Search Term
- Matter Status
Trigger
Instant
Try It

- Sample MatterRequired
Trigger
Instant
Try It
- Search Term
- Matter Status
Trigger
Instant
Try It

Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- 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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

- Name
- Contact Type
Trigger
Instant
Try It
- Sample MatterRequired
Trigger
Instant
Try It
- MatterRequired
- StatusRequired
Trigger
Instant
Try It
- Search Term
- Lead Status
Trigger
Instant
Try It
- Search Term
- Matter Status
Trigger
Instant
Try It
- Search Term
- Matter Status
Trigger
Instant
Try It
- Sample MatterRequired
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more

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About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

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Related categories

Productivity

Microsoft Excel + Smokeball

Create rows in Microsoft Excel for each new lead 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

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

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 Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

About Microsoft Excel

Related categories

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OneDrive

Smartsheet

Quip

About Smokeball

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