Add new Lawcus leads to Constant Contact as contacts
Easily manage your client information with this Lawcus to Constant Contact automation. Whenever a new lead is added in Lawcus, a contact is created in Constant Contact, ensuring your contact list is always up-to-date. No more manual data entry - save time and stay organized with this streamlined workflow.
Easily manage your client information with this Lawcus to Constant Contact automation. Whenever a new lead is added in Lawcus, a contact is created in Constant Contact, ensuring your contact list is always up-to-date. No more manual data entry - save time and stay organized with this streamlined workflow.
- When this happens...New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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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.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItNew Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Stage
Try ItWorkflow
Stage
Try ItNew Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItNew Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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