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Chat Agents + Lawmatics

Add new chat leads from Chat Agents as PNCs in Lawmatics

When a chat completes your site, a new chat lead is added from Chat Agents with all contact information, a brief chat summary, and the chat transcript. Activate this Zapier integration, and those lead details will be automatically added as a new potential new client (PNC) in Lawmatics, saving you from tedious data entry work.

When a chat completes your site, a new chat lead is added from Chat Agents with all contact information, a brief chat summary, and the chat transcript. Activate this Zapier integration, and those lead details will be automatically added as a new potential new client (PNC) in Lawmatics, saving you from tedious data entry work.

  1. When this happens...
    Chat AgentsChat Agents
    New Chat Lead

    Triggers when there's a new chat lead.

    TriggerInstant
  2. automatically do this!
    LawmaticsLawmatics
    Create Matter

    Create a new Matter from values.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Chat Agents triggers, actions, and search

    Chat Lead Updates

    Triggers when a existing lead is updated.

    Trigger
    Instant
    Try It
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About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

Related categories

  • Customer Support
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lawmatics logo

About Lawmatics

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

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Zapier Interfaces

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