Lawcus Help & Support

Supported Triggers#

• New Matter Moved to Stage - Triggers when matter is moved between stages inside the same workflow.
• New Matter - Triggers when a new matter is created.
• New Person - Triggers when a new contact person is created.
• New Company - Triggers when a new contact company is created.
• New Invoice - Triggers when a new bill is created.

Supported Searches#

• Find Matter - Finds an existing matter.
• Find Contact - Finds an existing contact.
• Find Stage on a Workflow - Finds a stage on a particular workflow by name.
• Find User - Finds a team member.
• Find Workflow - Finds a workflow in your Team by name.

Supported Actions#

• Add Task to Matter - Creates a new task for existing matter.
• Add Note to Matter - Creates a new comment for an existing matter.
• Create Time Entry - Creates a new time entry.
• Create Company - Creates a new company.
• Create Matter - Creates a new matter.
• Create Expense Entry - Create a new expense entry.
• Create Person - Creates a new Person.

To get started with Lawcus on Zapier, first you will need to click to connect your Lawcus account to use with your Zap.

Next, you'll be asked to enter your Lawcus's API key.

To locate your API Key in your Lawcus account, please follow these steps:

• Login to your Lawcus team at https://www.lawcus.com/login
• Click on your profile avatar on the top right, then click on ‘Apps & Integrations’.
• Click on API tokens tab.
• Enter a token name, select Zapier in dropdown and press enter to save.

• Copy the token and paste in input box below.

• Instructions with screenshots can be found at https://web.lawcus.com/support/#legal-practice-zapier-integration

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your Lawcus account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!