Fieldnotes + Lawmatics
Create or update Fieldnotes contacts when new contacts are created in Lawmatics
Ensure your contacts are always up-to-date across your legal management and note-taking apps. This workflow starts whenever a new contact is created in Lawmatics, and promptly updates or adds that contact in Fieldnotes. Stay organized and efficient by maintaining consistent client information across platforms.
Ensure your contacts are always up-to-date across your legal management and note-taking apps. This workflow starts whenever a new contact is created in Lawmatics, and promptly updates or adds that contact in Fieldnotes. Stay organized and efficient by maintaining consistent client information across platforms.
- When this happens...Contact Created
Triggers when a Contact is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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