Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out
Effortlessly track your Lexamica referrals in a Google Sheets spreadsheet with this seamless workflow. When a referral is sent out in Lexamica, it will instantly create a new row in your chosen Google Sheets document, making it easy to monitor and manage your referral data in an organized manner. Simplify your referral tracking process and stay organized with this efficient automation.
- When this happens...Referral ReceivedTriggers when a new referral is received by my law firm.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Lexamica and Google Sheets
Discover other triggers and actions you can use with Lexamica and Google Sheets
- Case Attachment Created
Triggers when a new attachment is created for a case.
Try ItTriggerInstant - Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Try ItTriggerInstant - UpdateTypes
Try ItTriggerInstant- Referral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Try ItTriggerInstant
- Law Firm List
Triggers when a law firm is found in the list.
Try ItTriggerPolling - Referral Sent
Triggers when my law firm sends a new referral.
Try ItTriggerInstant - Referral Received
Triggers when a new referral is received by my law firm.
Try ItTriggerInstant - Referral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Try ItTriggerInstant






