Lawmatics + Microsoft Dynamics 365 CRM integrations
Create Lawmatics matters for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your legal matters whenever a new contact is added to your Microsoft Dynamics 365 CRM with this automation. Once set up, every time a new contact is created in Microsoft Dynamics 365 CRM, a matter will be created in Lawmatics. This seamless connection saves you time and ensures that all your important client information is consistently organized and accessible within your Lawmatics account.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create MatterCreate a new Matter from values.
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More things you can do with Microsoft Dynamics 365 CRM and Lawmatics
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Lawmatics
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Related Zap Templates
- Create matters in Lawmatics from new Microsoft Dynamics 365 CRM leads
- Update Lawmatics contacts when new Microsoft Dynamics 365 CRM contacts are created
- Create new Lawmatics form entries from new Microsoft Dynamics 365 CRM leads
- Update Lawmatics contacts when new Microsoft Dynamics 365 CRM leads are created






