Lawmatics + Salescaptain

Lawmatics + Salescaptain integrations

Create new Lawmatics contacts from Salescaptain webchat triggers

Initiate the workflow when you have a new interaction in SalesCaptain Webchat and watch it seamlessly convert that into a new contact in Lawmatics. This smooth automation saves you time by effortlessly managing your webchat conversations and contacts, bringing efficiency to your legal CRM management strategies. Bolster your productivity and customer relations with this efficient communication and data entry workflow.

When this happens...
SalesCaptain Webchat TriggerTrigger to send webchat details
TriggerInstant
automatically do this!
Create ContactCreate a new Contact from values.
ActionWrite

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More things you can do with Salescaptain and Lawmatics

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

- Company id
  Required
Trigger
Instant
Try It
- Company Id
  Required
Trigger
Instant
Try It
- Name
- Phone
- Email
Action
Write
- Full Name
  Required
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write

- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

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

- Company Id
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write
- Name
- Phone
- Email
Action
Write
- First Name
  Required
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First Name
  Required
- Last Name
- Phone number
  Required
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
Action
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

About Lawmatics

Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

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Related categories

Sales & CRM