xieling
7.7k
Get started

Smokeball

Smokeball legal practice management actions for matters, contacts, tasks, documents, billing, and firm records.

164 actionsSign in with Smokeball

Connect Smokeball

What your bot can do in Smokeball

Looks up

  • Get Activity CodeRetrieves one activity code by id.
  • Get Authorization GroupRetrieves one authorization group by id.
  • Get Authorization PolicyRetrieves one authorization policy by its reference.
  • Get Bank AccountRetrieves one bank account by id.
  • Get Bank Account TransactionRetrieves one transaction by bank account id and transaction id, including its type, amount, dates, references, associated matter and…
  • Get ContactRetrieves one contact by id.
  • Get Contact RelationRetrieves a relation for a specified contact if associated with the authenticated client.
  • Get Contacts BatchReturn contacts matching up to 500 supplied IDs in request order.
  • Get EventRetrieves one calendar event by id.
  • Get File Download UrlReturn a sensitive presigned GET URL and metadata for downloading the current or specified version of a matter file.
Show 68 more
  • Get File PreviewReturn a sensitive presigned URL to the PDF preview of the file's current version.
  • Get File Version PreviewReturn a sensitive presigned URL to the PDF preview of a specific document version.
  • Get FirmRetrieves the details of the firm associated with the authenticated client.
  • Get Layout DesignRetrieves one layout design by id.
  • Get MatterRetrieves one matter by id with its documented fields, including any item, role, layout, and tag details Smokeball returns for it.
  • Get Matter ArchiveRetrieves the archive record of a matter.
  • Get Matter Billing ConfigurationRetrieves the billing configuration for the specified matter.
  • Get Matter ExpenseRetrieves one expense on a matter by matter id and expense id.
  • Get Matter FeeRetrieves one fee on a matter by matter id and fee id.
  • Get Matter FileRetrieves metadata for a file belonging to the specified matter, including its download-details link.
  • Get Matter Folder PathReturns the full folder hierarchy (path) as a collection ordered from the root folder down to the supplied folder.
  • Get Matter InvoiceRetrieves one invoice on a matter by matter id and invoice id.
  • Get Matter Invoice Download UrlReturn a sensitive download URL, its expiry timestamp, version, and status for the specified invoice.
  • Get Matter ItemRetrieves one item on a matter by matter id and item id.
  • Get Matter LayoutRetrieves one layout item on a matter by item id, including its name, description, hierarchy and order, layout design link, values, and…
  • Get Matter MemoRetrieves one memo on a matter by matter id and memo id.
  • Get Matter RoleRetrieves one role on a matter by matter id and role id.
  • Get Matter Role RelationshipRetrieves one relationship on a matter role by relationship id, including its name, associated contact link, and representative links.
  • Get Matter Stage InfoRetrieves a matter's current stage information, including its stage set, current stage, version id, and last-updated timestamp.
  • Get Matter TypeRetrieves one matter type by id.
  • Get NotificationRetrieves one notification by id.
  • Get Protected Bank Account BalanceRetrieves one protected-funds record by bank account id and protection id, including its amount, reason, dates, current protection state,…
  • Get Referral TypeRetrieves one referral type by id.
  • Get Staff MemberRetrieves a staff member (based on staff id parameter provided) in the firm associated with the authenticated client.
  • Get Stage SetReturns the stage set identified by stage_set_id, including its configured matter stages.
  • Get Stage Set StageRetrieves one stage of a stage set by stage-set id and stage id.
  • Get SubtaskRetrieves the subtask identified by subtask_id within the specified task_id.
  • Get TaskRetrieves one task by id.
  • Get Task DocumentRetrieves one document attached to a task by task id and document id, including its document type, deletion state, associated task, and…
  • Get UserRetrieves the Smokeball user identified by user_id.
  • Get Webhook SubscriptionReturns the webhook subscription identified by webhook_subscription_id, including its callback and subscribed events.
  • List Activity CodesReturns a list of activity codes.
  • List Authorization GroupsReturn the authorization groups for the firm associated with the authenticated client.
  • List Bank Account Matter BalancesReturns a list of bank account matter balances.
  • List Bank AccountsReturns bank accounts available to the authenticated firm, optionally filtered by account type or matter identifier.
  • List Contact RelationsReturn relations for a contact associated with the authenticated client.
  • List Contact TagsLists the tags currently on one contact, by contact id, as a plain string collection under value.
  • List ContactsReturns a list of contacts.
  • List Event RemindersReturns the collection of reminders for an event The native root response is returned under data as an explicit Composio normalization.
  • List EventsReturns a list of events.
  • List File HistoryReturns the full list of history entries for the specified file.
  • List Firm Matter Stage MappingsReturns a list of stage to matter mappings in the firm.
  • List Folder HistoryReturns a list of history entries for the specified folder.
  • List Layout DesignsReturns a list of layout designs.
  • List Matter ExpensesReturns a list of expenses for the specified matter.
  • List Matter FeesReturns a list of fees for the specified matter.
  • List Matter FilesReturns a paged list of non-deleted files associated with a matter.
  • List Matter Folder ContentsReturns non-deleted folders and files directly under a matter's root document folder, or directly under folder_id when supplied, with…
  • List Matter InvoicesReturns a list of invoices for the specified matter.
  • List Matter ItemsReturns the versioned item collection for a matter.
  • List Matter Layout ContactsReturns a list of contacts on a specified layout.
  • List Matter LayoutsReturns a collection of layout items on a specified matter.
  • List Matter MemosReturns a list of memos on the specified matter.
  • List Matter Role RelationshipsReturns associated relationships for a specified matter and role group.
  • List Matter RolesReturns associated roles for a specified matter.
  • List Matter TagsReturns the tags assigned to the matter identified by matter_id.
  • List Matter Type CategoriesReturns a list of all the possible matter type categories.
  • List Matter TypesReturns a paginated list of matter types based on search criteria.
  • List MattersReturns one page of matters.
  • List Referral TypesReturns referral types, including custom referral types.
  • List StaffRetrieves a paginated list of staff members in the firm associated with the authenticated client.
  • List Stage SetsReturns a list of stage sets for the firm.
  • List SubtasksReturns a list of subtasks for a specified task if associated with the authenticated client.
  • List Task DocumentsReturns a list of document links for the specified task, if associated with the authenticated client.
  • List TasksReturns a list of tasks.
  • List Webhook Event TypesLists the event type names a webhook subscription can subscribe to, as a plain string collection under value.
  • List Webhook SubscriptionsReturns existing webhook subscriptions.
  • Search FilesSearch files across the account using a required full-text query and documented filters.

Takes action

  • Add Contact TagsAdds one or more tags to an existing contact by contact id.
  • Add Matter FileRegister a new matter file and return a sensitive presigned PUT URL valid for 1 hour that authorizes its content upload.
  • Add Matter Files BatchRegister a migration batch of matter files and return one sensitive presigned PUT URL, valid for 1 hour, per item in request order.
  • Add Matter LayoutAdds a layout item using a restricted documented subset.
  • Add Matter Layout ContactAdds a new contact on a specified layout.
  • Add Matter RoleAppends a new role in the specified matter.
  • Add Matter Role RelationshipAppends a new relationship with an existing role in the specified matter.
  • Add Matter TagsAdds one or more tags to an existing matter by matter id.
  • Create Activity CodeCreates an activity code.
  • Create Authorization GroupCreates an authorization group.
Show 76 more
  • Create Authorization PolicyCreates an authorization policy.
  • Create Bank Account RequisitionSubmit an irreversible financial requisition against a trust account.
  • Create Bank Account TransactionSubmit an irreversible financial Deposit transaction against the specified bank account and matter, with a dollar amount limited to 2…
  • Create ContactCreates a contact.
  • Create Contact RelationCreates a relation for a specified contact.
  • Create EventCreates a calendar event.
  • Create Event ReminderCreates a new reminder for an event.
  • Create File PreviewGet or request a PDF preview of the current file version.
  • Create FirmCreates a firm for the current authenticated client and registers an existing user as a staff member and firm owner.
  • Create MatterCreates a new matter or Lead.
  • Create Matter ExpenseCreates an expense for the specified matter.
  • Create Matter FeeCreates a fee for the specified matter.
  • Create Matter FolderCreates a new folder under the specified matter.
  • Create Matter MemoCreates a memo on the specified matter.
  • Create NotificationSend a notification to the specified staff member, including its displayed message and optional toast message, icons, color, and Smokeball…
  • Create Staff MemberCreates a staff member in the firm associated with the authenticated client.
  • Create SubtaskCreates a subtask for a specified task.
  • Create TaskCreates a task.
  • Create Task DocumentLinks an existing document to the specified task.
  • Create UserCreate a persistent user login using Default or Auth0.
  • Create Webhook SubscriptionCreate a persistent webhook subscription that sends every selected event type to the external eventNotificationUrl until the subscription…
  • Delete Activity CodeDeletes an activity code.
  • Delete Authorization GroupDelete an authorization group.
  • Delete ContactDeletes a specified contact.
  • Delete Contact RelationDeletes a relation for a specified contact.
  • Delete EventDeletes a specified event.
  • Delete Event ReminderDeletes a specified event reminder.
  • Delete MatterDeletes a specified matter.
  • Delete Matter ExpenseDeletes an expense.
  • Delete Matter FeeDeletes a fee.
  • Delete Matter FileDeletes a specified matter file.
  • Delete Matter FolderDeletes a folder belonging to the specified matter.
  • Delete Matter MemoDeletes a specified memo.
  • Delete Staff MemberSets the staff member from the firm associated with the authenticated client as a former staff member.
  • Delete SubtaskDeletes a specified subtask of a specified task.
  • Delete TaskDeletes a specified task.
  • Delete Task DocumentUnlinks the specified document from the task without deleting the underlying document.
  • Delete Webhook SubscriptionDeletes and unsubscribes from the specified webhook subscription.
  • Merge Matter LayoutMerges layout data using a restricted documented subset.
  • Patch MatterPatches a matter or Lead, including lead-to-matter conversion and matter-type changes.
  • Patch Matter ArchiveUpdates the specified matter archive.
  • Patch Matter Billing ConfigurationChanges only the supplied billing configuration fields for the specified matter.
  • Patch Matter ExpenseChanges only the supplied expense fields for the specified matter.
  • Patch Matter FeePatches a fee for the specified matter.
  • Patch Matter FilePartially updates a file's metadata on the specified matter.
  • Patch Matter FolderPartially updates a folder belonging to the specified matter.
  • Protect Bank Account FundsProtects funds in a trust bank account.
  • Remove Contact TagRemoves one tag from a contact.
  • Remove Matter LayoutRemoves a layout matter item from a matter.
  • Remove Matter Layout ContactRemoves a contact from a specified layout, deleting the associated role or relationship from the matter.
  • Remove Matter RoleRemoves a specified role from a matter.
  • Remove Matter Role RelationshipRemoves a relationship from a role in a matter.
  • Remove Matter TagRemoves the tag from the matter without deleting from the account.
  • Unprotect Bank Account FundsUnprotects funds in a trust bank account.
  • Update Activity CodeUpdates an activity code.
  • Update Authorization GroupUpdates a specified authorization group.
  • Update Authorization PolicyUpdates a specified authorization policy.
  • Update ContactUpdates a specified contact.
  • Update Contact RelationUpdates a relation for a specified contact.
  • Update EventUpdates an event.
  • Update Event ReminderUpdates an existing reminder for an event.
  • Update FirmUpdates firm details for the current authenticated client.
  • Update MatterUpdates a specified matter.
  • Update Matter ArchiveReplaces the specified matter archive by applying the full editable archive representation.
  • Update Matter Billing ConfigurationReplaces the specified matter's billing configuration by applying its full editable representation.
  • Update Matter ExpenseReplaces the expense by applying its full editable representation for the specified matter.
  • Update Matter FeeReplaces the fee by applying its full editable representation for the specified matter.
  • Update Matter FileReplace all editable file fields using PUT.
  • Update Matter FolderReplaces the editable fields of a folder belonging to the specified matter.
  • Update Matter MemoUpdates a specified memo.
  • Update Matter RoleUpdates a specified role on a matter.
  • Update Matter Role RelationshipUpdates a specified relationship on a matter.
  • Update Staff MemberUpdates a staff member in the firm associated with the authenticated client.
  • Update SubtaskUpdates a specified subtask of a specified task.
  • Update TaskUpdates a specified task.
  • Update Webhook SubscriptionUpdate a persistent webhook subscription's name, event types, external eventNotificationUrl, and signing key.

More productivity apps

Claim this page