Create new Lawmatics matters from Wealthbox CRM contacts
Effortlessly maintain updated contact information between Wealthbox CRM and Lawmatics with this seamless workflow. When a new contact is added in Wealthbox CRM, a corresponding matter is created in Lawmatics, ensuring all your client information is centralized and current. This process not only saves valuable time but also contributes to a well-organized database across both platforms.
Effortlessly maintain updated contact information between Wealthbox CRM and Lawmatics with this seamless workflow. When a new contact is added in Wealthbox CRM, a corresponding matter is created in Lawmatics, ensuring all your client information is centralized and current. This process not only saves valuable time but also contributes to a well-organized database across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Matter
Create a new Matter from values.
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