GoCanvas + Lawmatics integrations
Create Lawmatics custom form entries from new GoCanvas submissions
Easily streamline and manage your data collection process with this GoCanvas to Lawmatics automation. When a new submission is made in GoCanvas, the workflow will submit a custom form entry in Lawmatics, reducing manual data entry and ensuring that your client information is always up-to-date. Spend more time focusing on your legal cases and let this workflow handle the organization for you.
- When this happens...New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Submit Custom Form EntryFill out a Custom Form with values.
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More things you can do with GoCanvas and Lawmatics
Discover other triggers and actions you can use with GoCanvas and Lawmatics
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerPolling - Contact Created
Triggers when a Contact is created.
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Appointment Created
Triggers when an Appointment is created.
Try ItTriggerPolling - Custom FormRequired
Try ItTriggerPolling
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
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