Pipefile + Smokeball

Pipefile + Smokeball integrations

Create new Smokeball tasks from exported Pipefile requests

Ensure a smooth workflow between your Pipefile and Smokeball applications with this efficient automation. When an export is completed in Pipefile, a new task is instantly created in the Smokeball app. This process not only improves organizational efficiency, but also ensures critical tasks are tracked and managed quickly, enhancing productivity.

When this happens...
File Request ExportedTriggers when a file request is exported.
TriggerInstant
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Create TaskCreates a new task.
ActionWrite

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More things you can do with Pipefile and Smokeball

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

File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request - File Uploaded
Triggers when a client uploads a file to a request.
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File Request Reminder Sent
Triggers when a file request reminder is sent.
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- Name
  Required
- Email
  Required
- Phone Number
Action
Write

- Search
Action
Search
- 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

File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
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Instant
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File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
Trigger
Instant
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- Recipient Name
  Required
- Recipient Email
  Required
- Recipient Phone Number
- Tags
Action
Write
- Name
- Contact Type
- Test Run Configuration
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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
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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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- 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 Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

HelpHelp

Related categories

Content & Files

About Smokeball

Smokeball is Legal Case & Law Practice Management Software for Attorneys

Learn moreLearn moreHelpHelp

Related categories

Productivity