Lawmatics + Retently

Lawmatics + Retently integrations

Send an email survey in Retently for every new form filled out in Lawmatics

Streamline your client feedback process with this automation. When a form is filled out in Lawmatics, it prompts an Email Survey to be sent from Retently. Simplify your workflow and ensure you never miss an opportunity to gather valuable client feedback, enhancing your legal services based on their insights.

When this happens...
Filled Out a FormTriggers when a Custom Form Entry is submitted.
TriggerPolling
automatically do this!
Send an Email SurveyCreate a new contact or update an existing one, and send and trigger an email survey.
ActionWrite

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More things you can do with Lawmatics and Retently

Discover other triggers and actions you can use with Lawmatics and Retently

Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Polling
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Polling
Try It
- Event Name
  Required
- All Day
  Required
- Start Date
  Required
- End Date
  Required
- Attendee Type
  Required
- Attendee ID
  Required
- Description
  Required
- Reminder period
- Reminder unit
Action
Write

- First Name
  Required
- 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
Action
Write
- First Name
  Required
- 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
Action
Write

- Id
  Required
- First Name
  Required
- 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
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search
- Campaign
  Required
Trigger
Polling
Try It
- Metric
  Required
Trigger
Polling
Try It
- Response ID
  Required
- Response Tags
Action
Write
- E-Mail
  Required
Action
Write
- Campaign
  Required
- E-Mail
  Required
Action
Write
- Email
  Required
Action
Search
- E-Mail
  Required
Action
Search or write

Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
Try It
- Custom Form
  Required
Trigger
Polling
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Polling
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom Form
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- Id
  Required
- First Name
  Required
- 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
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search
New Survey Response
Triggers when a new survey response is received.
Trigger
Polling
Try It
Company Score Updated
Triggers when a company’s score (NPS, CSAT, CES) is updated.
Trigger
Polling
Try It
Customer Unsubscribed
Triggers when a customer opts out of surveys.
Trigger
Polling
Try It
- Response ID
  Required
- Response Topics
- Response Topics Sentiment
Action
Write
- Campaign
  Required
- E-Mail
  Required
Action
Write
- E-Mail
  Required
Action
Write
- Field to Search By
  Required
- Search Value
  Required
Action
Search

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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CRM (Customer Relationship Management)

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About Retently