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Calendar Events and Automation

  • May 19, 2023
  • 1 reply
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Joe
  • Contributor
  • 7 replies

Is there a way for a calendar event such as a court date to be automatically inserted into a document?

Best answer by Sara Sultan

Hello Joe,

The answer is sometimes.  If the calendar event is on a layout in Smokeball, then yes, we can pull in on documents for automation.  If this is a manually created event that does not live on a layout, then we cannot.  I have included some screenshots of what I mean when I say “layout”

 

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Sara Sultan
Smokeball Team
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  • Smokeball Team
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  • May 22, 2023

Hello Joe,

The answer is sometimes.  If the calendar event is on a layout in Smokeball, then yes, we can pull in on documents for automation.  If this is a manually created event that does not live on a layout, then we cannot.  I have included some screenshots of what I mean when I say “layout”

 


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