Lawmatics + LeadConnector
Change stages in LeadConnector and create new matters in Lawmatics instantly
Easily manage your law office workflow with this efficient automation. When there's a change in pipeline stage within LeadConnector, it immediately creates a new matter in Lawmatics. Perfect for law firms aiming to streamline case management, it ensures no lead falls through the cracks, keeping your focus on delivering the best legal services.
Easily manage your law office workflow with this efficient automation. When there's a change in pipeline stage within LeadConnector, it immediately creates a new matter in Lawmatics. Perfect for law firms aiming to streamline case management, it ensures no lead falls through the cracks, keeping your focus on delivering the best legal services.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Matter
Create a new Matter from values.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Matter Converted
Triggers when a PNC Matter is converted.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Appointment Created
Triggers when an Appointment is created.
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