Birdeye + Lawmatics

Create new Lawmatics matters from new Birdeye leads

Streamline your law firm's workflow with this convenient automation. When a new lead appears in Birdeye, a corresponding Matter will be instantly created in Lawmatics. This efficient process saves time, brings organization to your sales pipeline, and ensures you never miss a potential client.

When this happens...
New Lead
Triggers when new lead is created in birdeye
TriggerInstant
automatically do this!
Create Matter
Create a new Matter from values.
ActionWrite

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Supported triggers and actions

- Business numberRequired
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business numberRequired
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Instant
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- Parent Business NumberRequired
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Instant
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
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Instant
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- Business NumberRequired
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Instant
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- Parent Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write
Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
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- Custom FormRequired
Trigger
Polling
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New Note Created
Triggers when a new Note is created.
Trigger
Polling
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Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
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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

- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business NumberRequired
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Instant
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- Business NumberRequired
- CRM Name
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
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Contact Created
Triggers when a Contact is created.
Trigger
Polling
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Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
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Matter Added
Triggers when a Matter is created.
Trigger
Polling
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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

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more