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Microsoft Excel + Lawmatics

Add new rows in Microsoft Excel when forms are filled out in Lawmatics

Streamline your law practice management with this effortless workflow. Once a form is filled out in Lawmatics, a new row will be promptly added to your chosen Microsoft Excel spreadsheet. This seamless process saves you the hassle of manual data entry, ensuring your client information is always up-to-date and readily available for further analysis. Enjoy a more organized, efficient workspace with this Lawmatics to Excel integration.

Streamline your law practice management with this effortless workflow. Once a form is filled out in Lawmatics, a new row will be promptly added to your chosen Microsoft Excel spreadsheet. This seamless process saves you the hassle of manual data entry, ensuring your client information is always up-to-date and readily available for further analysis. Enjoy a more organized, efficient workspace with this Lawmatics to Excel integration.

  1. When this happens...
    LawmaticsLawmatics
    Filled Out a Form

    Triggers when a Custom Form Entry is submitted.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Lawmatics triggers, actions, and search

    Matter Converted

    Triggers when a PNC Matter is converted.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Contact Created

    Triggers when a Contact is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Custom Form Added

    Triggers when a Custom Form is added.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Added

    Triggers when a Matter is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Appointment Created

    Triggers when an Appointment is created.

    Trigger
    Scheduled
    Try It

    • Custom FormRequired

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    New Note Created

    Triggers when a new Note is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Updated

    Triggers when a Matter is updated.

    Trigger
    Scheduled
    Try It
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Add new Lawmatics matters to a Microsoft Excel spreadsheet as rows

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