Lawcus + monday.com
Create new Lawcus matters from updated boards in monday.com
Boost your law firm's efficiency with this helpful workflow. Whenever there's a new update in a board on monday.com, a new matter will be created on Lawcus. This automation ensures that all essential updates are transformed into actionable items in your legal workflow, keeping your team organized and informed without needing any extra manual work.
Boost your law firm's efficiency with this helpful workflow. Whenever there's a new update in a board on monday.com, a new matter will be created on Lawcus. This automation ensures that all essential updates are transformed into actionable items in your legal workflow, keeping your team organized and informed without needing any extra manual work.
- When this happens...
New Update in BoardTriggers when a new update is posted on a board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create MatterInitiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.
ActionWriteCreate a new record or update an existing record in your app.
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IdRequired
Date of CommunicationRequired
SubjectRequired
BodyRequired
Type of CommunicationRequired
To (Contacts)
To (Teammates)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timekeeper
Matter/Lead
DateRequired
RateRequired
QuantityRequired
Discount
Activity Category
Public Note
Private Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
StageRequired
Practice Area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
StageRequired
Practice Area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
MatterRequired
Due Date
Assign Member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
First NameRequired
Last NameRequired
Title
Website
Email
Email Type
Phone Number
Phone Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Title
Website
Phone
Phone Type
Email
Email Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Pipeline
Stage
Practice
Client
Name
Description
Open Date
Due Date
Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.idRequired
Name
Description
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch MatterRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflowRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow IdRequired
Matter IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Title
Website
Phone
Phone Type
Email
Email Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Calendar
Matter
Start dateRequired
End dateRequired
Location
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
Matter/LeadRequired
Timekeeper
Activity Category
UTBMS task code
DateRequired
Discount
Description
Private Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
Lead idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
WorkflowRequired
StageRequired
Billing TypeRequired
Rate
Client
Open Date
Country
Due Date
Close Date
Practice
Number
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timekeeper
Matter/LeadRequired
DateRequired
Description
Rate
Discount
Duration
Activity Category
UTBMS task code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Type
First Name
Last Name
Email
Phone
Lead Source
Referred by
Description
Street
City
State/Province
Zip/Postal code
Country
Pipeline
Stage
Practice Area
Location
Responsible Attorney
Originating Attorney
Members
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company
First Name
Last Name
Title
Website
Email
Email Type
Phone Number
Phone Type
Street
City
State
Zip/Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ContactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName or EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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