LEAP (Legal) + Realaml
Create new LEAP (Legal) cards from submitted realm forms
When a form is submitted in the Realm app, this workflow seamlessly creates a card in the LEAP (Legal) app. This process eliminates the need for manual data entry and ensures that all necessary details from your form are instantly available in your LEAP transaction. Perfect for law firms and legal practitioners aiming for streamlined operations and faster transaction processes.
When a form is submitted in the Realm app, this workflow seamlessly creates a card in the LEAP (Legal) app. This process eliminates the need for manual data entry and ensures that all necessary details from your form are instantly available in your LEAP transaction. Perfect for law firms and legal practitioners aiming for streamlined operations and faster transaction processes.
- When this happens...Form Submitted
Triggers when a Realaml form is submitted.
- automatically do this!Create Card
Create a LEAP card for a person/s or organisation
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Form Submitted
Triggers when a Realaml form is submitted.
Try ItVerification Completed
Triggers when a Realaml verification is completed.
Try ItPhone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
TypeRequired
Country Code
Date of Birth
Reference
Notes
MatterRequired
TitleRequired
CommentRequired
Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Try ItFormRequired
Phone
EmailRequired
First NameRequired
Middle Name
Last NameRequired
Reference
Notes
Verification Type
Card TypeRequired
MatterRequired
QuantityRequired
BillingRequired
Amount EachRequired
DateRequired