Lawmatics + WhatConverts

Lawmatics + WhatConverts integrations

Submit new lead entries in Lawmatics from new leads in WhatConverts

Effortlessly streamline your client intake process with this automation. When a new lead is captured in WhatConverts, this workflow ensures their information is instantly submitted as a custom form entry in Lawmatics. Boost your efficiency, stay organized, and ensure no prospect falls through the cracks in your legal practice.

When this happens...
New LeadTriggers when a new lead is received.
TriggerInstant
automatically do this!
Submit Custom Form EntryFill out a Custom Form with values.
ActionWrite

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More things you can do with WhatConverts and Lawmatics

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

- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
  Required
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
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

- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Lead Type
  Required
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search
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

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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About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.