Jotform + Lawmatics

Create Lawmatics matters from new Jotform submissions for seamless case management

Effortlessly manage client requests with this Jotform and Lawmatics workflow. Whenever a new submission is received in Jotform, a Matter will be created in Lawmatics automatically, ensuring that client information is organized and accessible in a timely manner. Save time and improve efficiency by streamlining your client intake process with this automation.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Matter
Create a new Matter from values.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Scheduled
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Scheduled
Try It

Custom Form Added
Triggers when a Custom Form is added.
Trigger
Scheduled
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Scheduled
Try It

- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First NameRequired
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Appointment Created
Triggers when an Appointment is created.
Trigger
Scheduled
Try It
- Custom FormRequired
Trigger
Scheduled
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Scheduled
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Scheduled
Try It
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

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About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Learn more Help

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Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + Lawmatics

Create Lawmatics matters from new Jotform submissions for seamless case management

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Matter Converted

Contact Created

Custom Form Added

Matter Added

Create Appointment

Event NameRequired

All DayRequired

Start DateRequired

End DateRequired

Attendee TypeRequired

Attendee IDRequired

DescriptionRequired

Reminder period

Reminder unit

Create Contact

First NameRequired

Last Name

Email

Phone

Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Note

Create Matter

First NameRequired

Last Name

Company Name

Email

Phone

Title

Case Blurb

Case Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Actual Value in Cents

Estimated Value in Cents

Lead Cost in Cents

Update Contact

IdRequired