Create Lawmatics contacts when new workflows are completed in Gavel
This Zapier template will create a contact in your Lawmatics account when your team or a client completes a new workflow. This allows you to collect client and matter data in Gavel and save it within your existing practice management system.
This Zapier template will create a contact in your Lawmatics account when your team or a client completes a new workflow. This allows you to collect client and matter data in Gavel and save it within your existing practice management system.
- When this happens...Workflow Completed
Triggers when a workflow is completed.
- automatically do this!Create Contact
Create a new Contact from values.
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