Jotform + Lawcus
Create new persons in Lawcus for each new submission in Jotform
Managing law firm clients becomes easier with this efficient workflow. Whenever there's a new submission in JotForm, it will create a new person entry in your Lawcus app immediately. Thus, ensuring your legal service has accurate and up-to-date information about its clients. Make vital updates easy and routine with this helpful solution.
Managing law firm clients becomes easier with this efficient workflow. Whenever there's a new submission in JotForm, it will create a new person entry in your Lawcus app immediately. Thus, ensuring your legal service has accurate and up-to-date information about its clients. Make vital updates easy and routine with this helpful solution.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Person
Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.
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Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
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