Create new tasks in Google Tasks when matters move to a stage in Lawcus
With this workflow, every time you move a matter to a new stage in Lawcus, a corresponding task gets immediately created in Google Tasks. Simplify your legal project management by letting this workflow keep track of progress and maintain a neat task list without any manual data entry. Get organized effortlessly and focus on your essential legal tasks.
With this workflow, every time you move a matter to a new stage in Lawcus, a corresponding task gets immediately created in Google Tasks. Simplify your legal project management by letting this workflow keep track of progress and maintain a neat task list without any manual data entry. Get organized effortlessly and focus on your essential legal tasks.
- When this happens...Matter Moved to Stage
Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.
- automatically do this!Create Task
Creates a new task.
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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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Stage
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.
Try ItNew Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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