Lawmatics + Levitate
Create or update Levitate contacts when new contacts are created in Lawmatics
When a new contact is added in Lawmatics, this workflow ensures the information is simultaneously updated in the Levitate system. This automatic process eliminates the need for manual data entry, ensuring your contacts across both platforms remain consistently updated. Therefore, you can dedicate more time to serving your clients while maintaining efficient communication systems.
When a new contact is added in Lawmatics, this workflow ensures the information is simultaneously updated in the Levitate system. This automatic process eliminates the need for manual data entry, ensuring your contacts across both platforms remain consistently updated. Therefore, you can dedicate more time to serving your clients while maintaining efficient communication systems.
- When this happens...Contact Created
Triggers when a Contact is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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