Formsite + Lawcus
Create Lawcus leads from new Formsite form results
Effortlessly manage new leads from Formsite form submissions by seamlessly transferring the data to Lawcus. With this intuitive workflow, whenever you receive a new Formsite form result, a lead (person) will be instantly created in Lawcus. This not only helps you keep track of valuable leads but also saves you time from manually entering data, allowing you to focus on growing your business.
Effortlessly manage new leads from Formsite form submissions by seamlessly transferring the data to Lawcus. With this intuitive workflow, whenever you receive a new Formsite form result, a lead (person) will be instantly created in Lawcus. This not only helps you keep track of valuable leads but also saves you time from manually entering data, allowing you to focus on growing your business.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
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FormRequired
Try ItStage
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.
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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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