Lawcus + Slack
Add notes to Lawcus matters when new Slack channel messages are posted
Ensure important discussions from your Slack channels are meticulously documented in Lawcus. With this workflow setup, every new message posted to a designated Slack channel will result in a corresponding note being added to a matter in Lawcus. This setup not only keeps your legal records up-to-date but also offers a streamlined record-keeping process that saves time and improves efficiency in your law practice.
Ensure important discussions from your Slack channels are meticulously documented in Lawcus. With this workflow setup, every new message posted to a designated Slack channel will result in a corresponding note being added to a matter in Lawcus. This setup not only keeps your legal records up-to-date but also offers a streamlined record-keeping process that saves time and improves efficiency in your law practice.
- When this happens...
New Message Posted to ChannelTriggers when a new message is posted to a specific #channel you choose.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Note to MatterAdds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.
ActionWriteCreate a new record or update an existing record in your app.
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Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
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.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 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
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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
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