Create matters in Lawmatics for new ActiveCampaign contacts added to lists
Effortlessly streamline your client intake process by connecting ActiveCampaign with Lawmatics. With this workflow, whenever a new contact is added to a list in ActiveCampaign, the system will automatically create a new matter in Lawmatics. This automation not only saves time but also ensures that your client information remains organized and up-to-date across both platforms.
- When this happens...Contact Added to ListTriggers whenever a contact is added to a list.
- automatically do this!Create MatterCreate a new Matter from values.
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More things you can do with ActiveCampaign and Lawmatics
Discover other triggers and actions you can use with ActiveCampaign and Lawmatics
- Custom ObjectRequired
- Trigger EventsRequired
Try ItTriggerInstant- Task Type (Optional)
Try ItTriggerInstant- Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Try ItTriggerInstant - New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
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- Custom ObjectRequired
Try ItTriggerInstant- Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Try ItTriggerInstant - New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerInstant - ListRequired
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