Description
OpsNav – Operations Navigator
OpsNav is a workflow and operations management platform designed to help businesses organize and streamline their daily processes.
The Smokeball integration connects Smokeball with OpsNav and helps legal teams synchronize matter and client information between both platforms.
Users can:
- Retrieve matters from Smokeball
- Retrieve associated client details
- Create corresponding records in OpsNav
- Update existing OpsNav records when the matter number already exists
- Keep matter and client information organized
- Reduce repetitive manual data entry
The integration improves operational efficiency by providing a consistent workflow between Smokeball and OpsNav.
Integration direction: Smokeball → OpsNav
Supported functionality: Matter and client information synchronization.
Features
Matter Synchronization
Synchronizes matter information from Smokeball into OpsNav, helping users keep their matter records organized and up to date.
Client Information Synchronization
Retrieves associated client details from Smokeball, including client name, email, phone number, residential address, state, and postcode.
Automatic Record Creation and Updates
Automatically creates a new OpsNav record when a matter does not exist. If the matter number already exists, the integration updates the existing record.
Scheduled Synchronization
Supports scheduled synchronization between Smokeball and OpsNav, reducing the need for repetitive manual data entry.
Secure OAuth Authentication
Uses Smokeball OAuth authentication to securely connect Smokeball with OpsNav and authorize access to supported matter and client information.
Integration Diagrams
The OpsNav integration securely connects with Smokeball using OAuth authentication. It retrieves matter and associated client information from Smokeball and synchronizes it into OpsNav, creating new records or updating existing records based on the matter number.
The integration also supports memo synchronization in both directions, allowing memo information to be exchanged between Smokeball and OpsNav.
Data flow: Smokeball Matters and Client Details → OpsNav Matter and Client Records
Memo flow: Smokeball Memos ↔ OpsNav Memo Information
Memo flow: Smokeball Memos ↔ OpsNav Memo Information
Data
Matter and Client Information
Matter and Client Information
Matter Information
Matter Information
Client Information
Client Information
OpsNav Matter Record
OpsNav Matter Record
Memo Information
Memo Information
Data
Matters and Associated Client Details
Matters and Associated Client Details
Matters
Matters
Associated Client Details
Associated Client Details
Smokeball Matter Information
Smokeball Matter Information
Smokeball Memos
Smokeball Memos