Asana + Lawmatics

Convert new Lawmatics matters into tasks in Asana

When a case is marked as converted in Lawmatics, let this workflow take over and create a task in Asana for smooth transfer of responsibilities. This automation not only enhances your case management but also ensures efficiency and timeliness in task tracking. Say goodbye to manual toggling between platforms and let yourself focus on what matters most - providing stellar legal services.

When this happens...
Matter Converted
Triggers when a PNC Matter is converted.
TriggerScheduled
automatically do this!
Create Task
Adds a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Scheduled
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Contact Created
Triggers when a Contact is created.
Trigger
Scheduled
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Custom Form Added
Triggers when a Custom Form is added.
Trigger
Scheduled
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Matter Added
Triggers when a Matter is created.
Trigger
Scheduled
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- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First NameRequired
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write

- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
Trigger
Scheduled
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New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Disclaimer
Trigger
Instant
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New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
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- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Make Public?Required
Action
Write
- Parent Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- Task IDRequired
- Mark Task as complete?
- Mark Task as liked?
- Name
- Assignee
- Followers
- Tags
- Description
- Is the description rich text?
- Custom Field Info
- WorkspaceRequired
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Premium User Help Text
- WorkspaceRequired
- Projects (Any)
- Text
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource Subtype
- Custom Fields Help Text
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

Appointment Created
Triggers when an Appointment is created.
Trigger
Scheduled
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- Custom FormRequired
Trigger
Scheduled
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New Note Created
Triggers when a new Note is created.
Trigger
Scheduled
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Matter Updated
Triggers when a Matter is updated.
Trigger
Scheduled
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- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search
- Workspace
- Project
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
Trigger
Scheduled
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
Action
Search
- Workspace
- Email Address or IDRequired
Action
Search
- ProjectRequired
- Task NameRequired
- WorkspaceRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
- Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Learn more Help

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About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Learn more Help

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Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Asana + Lawmatics

Convert new Lawmatics matters into tasks in Asana

Matter Converted

Contact Created

Custom Form Added

Matter Added

Create Appointment

All DayRequired

Start DateRequired

End DateRequired

Attendee TypeRequired

Attendee IDRequired

DescriptionRequired

Reminder period

Reminder unit

Create Contact

First NameRequired

Last Name

Email

Phone

Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Note

Create Matter

First NameRequired

Last Name

Company Name

Email

Phone

Title

Case Blurb

Case Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Actual Value in Cents

Estimated Value in Cents

Lead Cost in Cents

Update Contact

IdRequired

First NameRequired

Last Name

Email

Phone

Title

Street

Street 2

City

State