Open matters from forms

When a qualified intake arrives in Formsite, create a matter in Smokeball.

Try:

See all Smokeball + Formsite integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Smokeball Explore Smokeball →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Smokeball.

New lead

Fires when a new client lead is added in Smokeball.

Invoice issued

Fires when a client invoice is issued in Smokeball.

Actions

Create matter

Opens a new case or matter in Smokeball.

Create contact

Adds a client, company or contact in Smokeball.

Create time entry

Logs billable time against a matter in Smokeball.

Formsite Explore Formsite →

Triggers

New form response

Fires when a form is submitted in Formsite.

Survey completed

Fires when a respondent finishes a survey in Formsite.

Response updated

Fires when an existing response is edited in Formsite.

Actions

Create or update form

Creates or updates a form or survey in Formsite.

Retrieve a response

Looks up a specific form response in Formsite.

Add a respondent

Adds a respondent or contact to a form in Formsite.

Create contacts from intake When an intake form is submitted in Formsite, create a contact in Smokeball. See details

Log time from forms When a time form is submitted in Formsite, create a time entry in Smokeball. See details

See all Smokeball + Formsite integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open matters from forms” between Smokeball and Formsite?

Yes — describe it in the box above and Knit's Integrations Agent researches Smokeball and Formsite's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an intake form create a matter?

Yes. When an intake form is submitted in Formsite, Smokeball can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in Smokeball.