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Lawmatics + monday.com

Create items in monday.com from new Lawmatics forms to streamline workflow

Effortlessly organize new client information when a form is filled out in Lawmatics with this seamless workflow. Once set up, it creates a new item in your desired monday.com board, ensuring you never miss any important details. Enhance team productivity and keep track of potential client data with this easy-to-use automation.

Effortlessly organize new client information when a form is filled out in Lawmatics with this seamless workflow. Once set up, it creates a new item in your desired monday.com board, ensuring you never miss any important details. Enhance team productivity and keep track of potential client data with this easy-to-use automation.

  1. When this happens...
    LawmaticsLawmatics
    Filled Out a Form

    Triggers when a Custom Form Entry is submitted.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Lawmatics triggers, actions, and search

    Matter Converted

    Triggers when a PNC Matter is converted.

    Trigger
    Scheduled
    Try It
    • Custom FormRequired

    Trigger
    Scheduled
    Try It
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lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.
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Related categories

  • Marketing Automation

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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