Create new Lawcus leads from new Jotform submissions
This workflow integrates Jotform and Lawcus, allowing you to promptly respond to new inquiries. When a new submission is received via Jotform, a corresponding lead is instantly created in Lawcus. This seamless process makes it easier to manage and monitor potential clients, saving time and enhancing efficiency in your law practice.
This workflow integrates Jotform and Lawcus, allowing you to promptly respond to new inquiries. When a new submission is received via Jotform, a corresponding lead is instantly created in Lawcus. This seamless process makes it easier to manage and monitor potential clients, saving time and enhancing efficiency in your law practice.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are 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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