Create leads in Lawcus from new Gravity Forms submissions
Effortlessly manage leads from your Gravity Forms submissions by creating a new person in Lawcus with this automation. Once set up, every time someone submits a form on your website using Gravity Forms, this workflow will create a lead as a person in Lawcus, streamlining your client intake process and ensuring you never miss out on potential clients. Save time, stay organized, and focus on the important aspects of your law practice with this seamless integration.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- 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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More things you can do with Gravity Forms and Lawcus
Discover other triggers and actions you can use with Gravity Forms and Lawcus
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Stage
Try ItTriggerInstant- Workflow
- Stage
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- FormRequired
ActionWrite- 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 ItTriggerInstant - Lead 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 ItTriggerInstant - Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
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