Lawcus + Todoist

Create tasks in Todoist for new matters moved to a stage in Lawcus

Stay organized and efficient with this workflow. When a case moves to a new stage in Lawcus, a corresponding task is created in Todoist. Keep track of all case developments without having to manually transfer information. With this automation, you can focus more on your case progress and less on task management.

When this happens...
Matter Moved to Stage
Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.
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Create Task
Creates a new task.
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Supported triggers and actions

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.
Trigger
Instant
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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.
Trigger
Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Trigger
Instant
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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.
Trigger
Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Trigger
Instant
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Trigger
Instant
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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.
Trigger
Instant
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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.
Trigger
Instant
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Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Trigger
Instant
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- Workflow IdRequired
- Matter IdRequired
Action
Write
- NameRequired
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- TitleRequired
- Calendar
- Matter
- Start dateRequired
- End dateRequired
- Location
- Description
Action
Write
- AmountRequired
- Matter/LeadRequired
- Timekeeper
- Activity Category
- UTBMS task code
- DateRequired
- Discount
- Description
- Private Note
Action
Write
- CommentRequired
- Lead idRequired
Action
Write
- MatterRequired
- CommentRequired
Action
Write
- NameRequired
- Description
- WorkflowRequired
- StageRequired
- Billing TypeRequired
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/LeadRequired
- DateRequired
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- 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
Action
Write
- IdRequired
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search ContactRequired
Action
Search
- NameRequired
Action
Search
- EmailRequired
Action
Search
- Name or EmailRequired
Action
Search
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

- Stage
Trigger
Instant
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- Workflow
- Stage
Trigger
Instant
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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.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Trigger
Instant
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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.
Trigger
Instant
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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.
Trigger
Instant
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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.
Trigger
Instant
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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.
Trigger
Instant
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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.
Trigger
Instant
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- Matter IdRequired
- Date of CommunicationRequired
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- To (Contacts)
- To (Teammates)
Action
Write
- ContactRequired
- CommentRequired
Action
Write
- Timekeeper
- Matter/Lead
- DateRequired
- RateRequired
- QuantityRequired
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- Company nameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- NameRequired
- Description
- MatterRequired
- Due Date
- Assign Member
Action
Write
- Company
- First NameRequired
- Last NameRequired
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- idRequired
- Name
- Description
- Due Date
Action
Write
- Invoice numberRequired
Action
Search
- Search MatterRequired
Action
Search
- WorkflowRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Search or write

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Learn more

Related categories

Task Management

Similar apps

Related Zap Templates

Create new Todoist projects from new matters in Lawcus

Related Zap Templates

Create new Todoist projects from new matters in Lawcus

Lawcus + Todoist

Create tasks in Todoist for new matters moved to a stage in Lawcus

Invoice State Changed

Lead Not Hired

Matter Closed

New Company Created

New Expense

New Invoice Generated

Lead Converted to Matter

New Person Created

Task Completed

User Activated Workflow

Create Company

Create Event

Create Flat Fee

Add Note to Lead

Add Note to Matter

Create Matter

Create Time Entry

Update Lead

Update Person Contact

Find Contact

Find Lead

Find Newest Matter by Client

Find User

New Completed Task

New Project

Mark Task as Completed

Add Comment to Task

Create Project

Update Task

Get Project Collaborators

Find Task

Find or Create project.

Lead Moved to Stage

Matter Moved to Stage

New Communication

New Calendar Entry

New Flat Fee

New Lead Created

New Matter Created

New Task

New Time Entry

Create Communication

Add Note to Contact

Create Expense Entry

Create Lead (Person)

Create Lead (Company)

Add Task to Matter

Create Person

Update Company

Update Matter

Update Task

Find Invoice

Find Matter

Find Stage on a Pipeline

Find Pipeline

New Incomplete Task

Invite User to Project

Move Task to Section

Add Comment to Project

Create Task

API Request (Beta)

Find Project

Find User

Find or Create Item

About Lawcus

Related categories

Similar apps

Zapier Interfaces

About Todoist

Related categories

Similar apps

Trello

Asana

Google Tasks

Related Zap Templates

Related Zap Templates