VXT Integration

Centralise your database of contacts and account for all billable phone call hours with our VXT integration.

VXT eliminates the need for manually entering phone calls, accurately records the time you spend on the phone with your clients, and syncs all triConvey contacts.   Learn more about VXT, including pricing.

Table of Contents

• Getting Started
• Connect triConvey to VXT
• Set up contact syncing
• How contact syncing works
• Make a call in VXT
• How VXT calls are recorded in triConvey
• How VXT works with activity tracking in triConvey

Getting Started

As our triConvey software is powered by Smokeball, you can utilise all Smokeball integrations using your triConvey credentials.

Connect triConvey to VXT

1.    Select Settings from the bottom left corner of the VXT dashboard.

2.    Select Integrations.

3.    Select Smokeball.

4.    Choose Australia from the region list.

5.    Log in with your triConvey credentials.

6.    Select Continue.

Set up contact syncing

1.    You will receive a notification when triConvey is connected to VXT.

2.    Toggle on Contact Syncing.

3.    Select Enable in the window prompt.

4.    You will receive a notification once the sync is enabled.

How contact syncing works

Once connected, contacts automatically sync with VXT every 10 minutes.  

Tip:  Select Disable Contact Syncing if you need to end the sync.

Sync settings can be adjusted by accessing Edit Settings under the VXT Integrations Settings page.

All contacts synced from triConvey will be visible in the Smokeball Integration tab on the VXT Contacts page.

Make a call in VXT

1.    Select your contact in VXT.

Tip:  If you need to transcribe the call, select the REC button once the call begins.

2.    At the end of the call, a pop-up window in VXT will give you the option to save the phone call as a task and to save it to a triConvey matter.

3.    Use the Get transcription button on the message tab to obtain a copy of the transcription.

Tip:  You can also access the transcription later under the details section of the phone call.

How VXT calls are recorded in triConvey

All phone calls made from VXT will appear in triConvey. These calls include:

• Call details
• Notes recorded in VXT
• Call transcript (if you send it over)

triConvey will assign a task to the staff member connected to the VXT account and assigned to the matter.

If the phone call is not associated with a contact card in triConvey, then it will not be linked to the matter. The phone number will still appear but you will have to manually link the call to the matter.

How VXT works with activity tracking in triConvey

• All VXT calls, inbound and outbound, are recorded in triConvey.
• AutoTime records all calls as tasks in Activity.
• AutoTime assigns activity to the related matter.