Create new companies in Lawmatics when forms are filled out in Lawmatics
Save time and streamline your operations with this efficient workflow. Whenever a form gets filled out in Lawmatics, corresponding company details will be created within the same platform. This hands-free process not only saves manual data entry time but also helps to maintain consistency in your records. Boost your productivity and manage your legal business more efficiently with this workflow.
Save time and streamline your operations with this efficient workflow. Whenever a form gets filled out in Lawmatics, corresponding company details will be created within the same platform. This hands-free process not only saves manual data entry time but also helps to maintain consistency in your records. Boost your productivity and manage your legal business more efficiently with this workflow.
- When this happens...
Filled Out a FormTriggers when a Custom Form Entry is submitted.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Company
Create a new Company from values.
ActionWriteCreate a new record or update an existing record in your app.
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Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact Created
Triggers when a Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Form Added
Triggers when a Custom Form is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMatter Added
Triggers when a Matter is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent NameRequired
All DayRequired
Start DateRequired
End DateRequired
Attendee TypeRequired
Attendee IDRequired
DescriptionRequired
Reminder period
Reminder unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Company Name
Email
Phone
Title
Case Blurb
Case Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Actual Value in Cents
Estimated Value in Cents
Lead Cost in Cents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First NameRequired
Last Name
Email
Phone
Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Note
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Appointment Created
Triggers when an Appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note Created
Triggers when a new Note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMatter Updated
Triggers when a Matter is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Company Email
Company Phone
Company Street
Company Street 2
Company City
Company State
Company Country
Company Zipcode
Company Point of Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
Company Email
Company Phone
Company Street
Company Street 2
Company City
Company State
Company Country
Company Zipcode
Company Point of Contact
Company Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First NameRequired
Last Name
Email
Phone
Title
Case Blurb
Case Title
Street
Street 2
City
State
Zipcode
Middle Name
Citizenship
Driver License
Name Prefix
Name Sufix
Informal Name
Marital Status
Hobbies
Bio
Birthdate
Social Security
Actual Value in Cents
Estimated Value in Cents
Lead Cost in Cents
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Lawmatics
Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
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