How to connect Gravity Forms + Salesforce + Lawmatics
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Do even more with Gravity Forms + Salesforce + Lawmatics
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Salesforce, and Lawmatics. And don’t forget that you can add more apps and actions to create complex workflows.
- Form SubmissionTriggers when the specified form is submitted.Trigger
- Create EntryCreates a new form entry.Action
- Submit FormCreates an entry and fires all events associated with a form submission such as notifications and add-on feeds.Action
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Lawmatics
Triggers when a PNC Matter is converted.
Scheduled
Trigger
- Lawmatics
Triggers when an Appointment is created.
Scheduled
Trigger
- Lawmatics
Triggers when a Contact is created.
Scheduled
Trigger
- Lawmatics
Triggers when a Custom Form Entry is submitted.
Scheduled
Trigger
- Lawmatics
Triggers when a Custom Form is added.
Scheduled
Trigger
- Lawmatics
Triggers when a new Note is created.
Scheduled
Trigger
- Lawmatics
Triggers when a Matter is created.
Scheduled
Trigger
- Lawmatics
Triggers when a Matter is updated.
Scheduled
Trigger
- Lawmatics
Create a new Appointment.
Scheduled
Action
- Lawmatics
Create a new Contact from values.
Scheduled
Action
- Lawmatics
Fill out a Custom Form with values.
Scheduled
Action
- Lawmatics
Create a new Matter from values.
Scheduled
Action
- Lawmatics
Update an existing Contact with values.
Scheduled
Action
- Lawmatics
Update an existing Matter with values.
Scheduled
Action
- Lawmatics
Find Contact by email, name or phone
Scheduled
Action
- Lawmatics
Find Matter by email, name or phone
Scheduled
Action
- Lawmatics
Find a Matter by ID.
Scheduled
Action
- Lawmatics
Find User by ID.
Scheduled
Action
Connect your apps and automate workflows
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How Gravity Forms + Salesforce + Lawmatics Integrations Work
- Step 1: Authenticate Gravity Forms, Salesforce, and Lawmatics.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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