Create Lawmatics matters for new or updated Zoho CRM contacts
Keep your law practice organized and efficient by connecting Zoho CRM to Lawmatics with this workflow. When a new or updated contact appears in Zoho CRM, it automatically creates a new matter in Lawmatics, ensuring all client information stays current across both platforms. Eliminate manual data entry and focus on providing exceptional legal services by streamlining your client management process.
Keep your law practice organized and efficient by connecting Zoho CRM to Lawmatics with this workflow. When a new or updated contact appears in Zoho CRM, it automatically creates a new matter in Lawmatics, ensuring all client information stays current across both platforms. Eliminate manual data entry and focus on providing exceptional legal services by streamlining your client management process.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Create Matter
Create a new Matter from values.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It