Lawmatics + ZillaMetrics Chat

Create new Lawmatics matters when goals are completed in ZillaMetrics Chat

Track and organize your client's intake journey more effectively. When a new goal is completed in ZillaMetrics' Intake Chat, this automation will instantly create a corresponding matter in Lawmatics. This way, you stay updated on client progress and can readily access necessary information for better case management. Save time, reduce manual data entry, and focus more on your legal expertise with this efficient workflow.

When this happens...
New Goal Completed
Triggers when a user completes the selected goals
TriggerInstant
automatically do this!
Create Matter
Create a new Matter from values.
ActionWrite

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Supported triggers and actions

New Calendar Entry
Triggers when a date is selected for a booking using the Intake Chat calendar
Trigger
Instant
Try It
New Lead Collected
Triggers when a potential lead completes a conversation on Intake Chat
Trigger
Instant
Try It
Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
Try It
- Custom FormRequired
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 NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write

- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- 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
- IdRequired
- First NameRequired
- 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 TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

New Goal Completed
Triggers when a user completes the selected goals
Trigger
Instant
Try It
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 NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write
- First NameRequired
- 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 NameRequired
- 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
- IdRequired
- First NameRequired
- 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 TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
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 more

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ZillaMetrics Chat

ZillaMetrics Intake Chat is a conversational chatbot and live chat platform that helps law firms generate higher-quality leads, answer common questions, and automate the intake and booking process.

Related categories

Marketing

Lawmatics + ZillaMetrics Chat

Create new Lawmatics matters when goals are completed in ZillaMetrics Chat

Supported triggers and actions

New Calendar Entry

New Lead Collected

Appointment Created

Filled Out a Form

New Note Created

Matter Updated

Create Company

Submit Custom Form Entry

Update Company

Update Matter

Find Contact

Get Matter

New Goal Completed

Matter Converted

Contact Created

Custom Form Added

Matter Added

Create Appointment

Create Contact

Create Matter

Update Contact

Find Company

Find Matter

Get User

About Lawmatics

Related categories

Similar apps

Zapier Forms

About ZillaMetrics Chat

Related categories