Hivelight + Realaml
Create Hivelight matters when new Realaml forms are submitted
When a new Realaml form is submitted (e.g. an intake form), a corresponding matter will be created in Hivelight automatically.
When a new Realaml form is submitted (e.g. an intake form), a corresponding matter will be created in Hivelight automatically.
- When this happens...Form Submitted
Triggers when a Realaml form is submitted.
- automatically do this!Create Matter
Creates a new matter in Hivelight
- Free forever for core features
- 14 day trial for premium features & apps
Form Submitted
Triggers when a Realaml form is submitted.
Try ItVerification Completed
Triggers when a Realaml verification is completed.
Try ItPhone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
TypeRequired
Country Code
Date of Birth
Reference
Notes
Matter IDRequired
Task List IDRequired
Start Date
Milestone ID
Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Try ItFormRequired
Phone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
Reference
Notes
Verification Type
Matter IDRequired
Roadmap IDRequired
Start Date
Matter IDRequired