Lawcus + Openmic + Filter by Zapier
Create Lawcus leads from new OpenMic.ai calls and open matters in Lawcus when qualified
This Zap helps law firms automatically capture new intake calls from OpenMic in Lawcus. When a post-call summary arrives, the integration checks if a matching lead already exists, creates one if needed, and only proceeds to create a matter when the call is marked as qualified. This ensures accurate lead management and prevents duplicate records. Firms get a streamlined intake process where only qualified callers become matters in Lawcus.
This Zap helps law firms automatically capture new intake calls from OpenMic in Lawcus. When a post-call summary arrives, the integration checks if a matching lead already exists, creates one if needed, and only proceeds to create a matter when the call is marked as qualified. This ensures accurate lead management and prevents duplicate records. Firms get a streamlined intake process where only qualified callers become matters in Lawcus.
- When this happens...New Post-Call Summary
Triggers when OpenMic finishes a call and posts a summary (caller, summary, extracted data).
- automatically do this...Find Lead
Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Matter
Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Matter
Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.
- Free forever for core features
- 14 day trial for premium features & apps
Select your botRequired
Try ItAgent UIDRequired
Limit
Bot Name Filter
Created After
Created Before
Invoice 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 It
From Number (E.164 format)Required
To Number (E.164 format)Required
Override Agent ID
Customer ID
Dynamic Variables
Callback URL
Call UidRequired
Limit
Customer Id
From Number (E.164)
To Number (E.164)
Bot Id
From Date
To Date
Call Status Filter
Call Type Filter
Stage
Try It
