Gmail + Lawcus

Send emails in Gmail when matters move to a new stage in Lawcus

Stay on top of your legal case progress with this convenient workflow. When a matter moves to a new stage in Lawcus, it will automatically trigger an email to be sent from your Gmail account, keeping you informed and connected to the case's development. This seamless process helps you save time and maintain efficiency in managing your legal work.

When this happens...
Matter Moved to Stage
Triggers when matter is moved between stages inside the same workflow.
TriggerInstant
automatically do this!
Send Email
Triggers when a new e-mail appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

What does this mean?

- Stage
Trigger
Instant
Try It
New Company
Triggers when a new contact company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
- NameRequired
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write

- User
- Matter
- DateRequired
- AmountRequired
- Public Note
- Private Note
Action
Write
- Company nameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write

- NameRequired
- Description
- MatterRequired
- Due Date
- Assign Member
Action
Write
- Company
- First NameRequired
- Last NameRequired
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- QueryRequired
Action
Search
- NameRequired
Action
Search
- Name or EmailRequired
Action
Search
- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
Action
Search

- Workflow
- Stage
Trigger
Instant
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New Invoice
Triggers when a new bill is created.
Trigger
Instant
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Lead Converted
Triggers when lead isconverted to the matter.
Trigger
Instant
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New Person
Triggers when a new contact person is created.
Trigger
Instant
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- TitleRequired
- Calendar
- Matter
- Start dateRequired
- End dateRequired
- Location
- Description
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- MatterRequired
- CommentRequired
Action
Write
- NameRequired
- Description
- WorkflowRequired
- StageRequired
- Billing TypeRequired
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- MatterRequired
- DateRequired
- Description
- Rate
- Duration
Action
Write
- NameRequired
Action
Search
- WorkflowRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more Help

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About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Gmail + Lawcus

Send emails in Gmail when matters move to a new stage in Lawcus

Lead Moved to Stage

Stage

New Company

New Lead

New Matter

Create Company

Title

Website

Phone

Phone Type

Email

Email Type

Street

City

State

Zip/Postal Code

Country

Create Expense Entry

User

Matter

DateRequired

AmountRequired

Public Note

Private Note

Create Lead (Company)

Company nameRequired

Phone

Email

Lead Source

Referred by

Street

City

State/Province

Zip/Postal code

Country

Description

StageRequired

Practice Area

Add Task to Matter

NameRequired

Description

MatterRequired

Due Date

Assign Member

Create Person

Company

First NameRequired

Last NameRequired

Title

Website

Email

Email Type

Phone Number

Phone Type

Street

City

State

Zip/Postal Code

Country

Find Contact

QueryRequired

Find Matter

NameRequired

Find User

Name or EmailRequired

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft