Lexamica Integrations

Name: Zapier
Availability: InStock

Put Lexamica to work with AI and enterprise-grade automation

Automate smarter with Lexamica and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

ClickUp

Project Management

Clio

CRM (Customer Relationship Management)

Ortto

Marketing

Google Sheets

Google, Spreadsheets

CASEpeer

CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

Salesforce

CRM (Customer Relationship Management)

Hona

Communication

Slack

Team Chat

ClickUp

Project Management

Clio

CRM (Customer Relationship Management)

Ortto

Marketing

Google Sheets

Google, Spreadsheets

CASEpeer

CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

ClickUp

Project Management

Clio

CRM (Customer Relationship Management)

Ortto

Marketing

Google Sheets

Google, Spreadsheets

CASEpeer

CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

Salesforce

CRM (Customer Relationship Management)

Hona

Communication

Slack

Team Chat

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Lexamica referrals from new Google Sheets spreadsheet rows
Details
Try it
Google Sheets + Lexamica
Add new Lexamica referrals to Google Sheets as rows
Details
Try it
Lexamica + Google Sheets
Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out
Details
Try it
Lexamica + Google Sheets
Send Slack channel messages when new referrals are received in Lexamica
Details
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Lexamica + Slack
Send emails in SendGrid whenever new referrals are received in Lexamica
Details
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Lexamica + SendGrid
Send sms in Twilio when new referrals are received in Lexamica
Details
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Lexamica + Twilio

Create Lexamica referrals from new Google Sheets spreadsheet rows

Details

Try it

Google Sheets + Lexamica

Add new Lexamica referrals to Google Sheets as rows

Details

Try it

Lexamica + Google Sheets

Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out

Details

Try it

Lexamica + Google Sheets

Send Slack channel messages when new referrals are received in Lexamica

Details

Try it

Lexamica + Slack

Send emails in SendGrid whenever new referrals are received in Lexamica

Details

Try it

Lexamica + SendGrid

Send sms in Twilio when new referrals are received in Lexamica

Details

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Lexamica + Twilio

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica

Details

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Lexamica + Google Sheets

Increment value in Storage by Zapier when new referrals are received in Lexamica

Details

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Lexamica + Storage by Zapier

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica
Details
Try it
Lexamica + Google Sheets
Increment value in Storage by Zapier when new referrals are received in Lexamica
Details
Try it
Lexamica + Storage by Zapier

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Case Attachment Created
Triggers when a new attachment is created for a case.
Trigger
Instant
Try It
Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Trigger
Instant
Try It
Referral Sent
Triggers when my law firm sends a new referral.
Trigger
Instant
Try It
Referral Received
Triggers when a new referral is received by my law firm.
Trigger
Instant
Try It
Referral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Trigger
Instant
Try It

Relay Match Not Found
Triggers when a relay match is not found for a referral.
Trigger
Instant
Try It
Convert to Existing Case
This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.
Action
Write

- Referral to Update
  Required
- Reason for Update
  Required
Action
Write
- Referral to Update
  Required
- Response
- Suppress Errors
Action
Write
- Referral to Update
  Required
- Change Stage
- Update Message
- Suppress Errors
Action
Write
- Message
- Referral to Update
  Required
Action
Write
- NoMetadataCopy
- Case ID
  Required
- Law Firm Role
  Required
- Include Raw Data
Action
Search
- Name
  Required
- Has MFSA
Action
Search
- Firm Name Pattern
- Case Type Pattern
- Incident State Pattern
- Start
- End
Action
Search

Law Firm List
Triggers when a law firm is found in the list.
Trigger
Polling
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Referral Invitation Received
Triggers when my law firm receives a new referral invitation.
Trigger
Instant
Try It
- UpdateTypes
Trigger
Instant
Try It
Referral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Trigger
Instant
Try It
Relay Match Found
Triggers when a relay match is found for a referral.
Trigger
Instant
Try It
- Referral to Update
  Required
- Filename
  Required
- File
  Required
Action
Write
- Message
- Recipient
- Salutation
- First Name
- Last Name
- ClientContact Copy
- Email
- Phone Number
- Client Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Incident Copy
- Date
- Synopsis
- Incident Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Fee Unit
- Fee Value
- Integration Platform
- Integration ID
- Suppress Errors
Action
Write
- Message
- Referral to Update
  Required
- Recipient Law Firm
  Required
- Expires
Action
Write
- Referral to Update
  Required
- Is there a fee associated with this case?
- Suppress Errors
Action
Write
- Referral to Update
  Required
Action
Write
- NoMetadataCopy
- Attachment ID
  Required
Action
Search
- Law Firm ID
  Required
Action
Search
- NoMetadataCopy
- Referral ID
  Required
- Add Most Recent Invitation
- Include Raw Data
Action
Search

Lexamica Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Lexamica

Lexamica is the first platform dedicated to legal referrals.

HelpHelp

Related categories

Communication

Lexamica Integrations

Put Lexamica to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Lexamica referrals from new Google Sheets spreadsheet rows

Add new Lexamica referrals to Google Sheets as rows

Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out

Send Slack channel messages when new referrals are received in Lexamica

Send emails in SendGrid whenever new referrals are received in Lexamica

Send sms in Twilio when new referrals are received in Lexamica

Create Lexamica referrals from new Google Sheets spreadsheet rows

Add new Lexamica referrals to Google Sheets as rows

Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out

Send Slack channel messages when new referrals are received in Lexamica

Send emails in SendGrid whenever new referrals are received in Lexamica

Send sms in Twilio when new referrals are received in Lexamica

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica

Increment value in Storage by Zapier when new referrals are received in Lexamica

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica

Increment value in Storage by Zapier when new referrals are received in Lexamica

Supported triggers and actions

Lexamica Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Lexamica Integrations

Popular Lexamica Integrations

Lexamica Integrations

Put Lexamica to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Lexamica referrals from new Google Sheets spreadsheet rows

Add new Lexamica referrals to Google Sheets as rows

Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out

Send Slack channel messages when new referrals are received in Lexamica

Send emails in SendGrid whenever new referrals are received in Lexamica

Send sms in Twilio when new referrals are received in Lexamica

Create Lexamica referrals from new Google Sheets spreadsheet rows

Add new Lexamica referrals to Google Sheets as rows

Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out

Send Slack channel messages when new referrals are received in Lexamica

Send emails in SendGrid whenever new referrals are received in Lexamica

Send sms in Twilio when new referrals are received in Lexamica

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica

Increment value in Storage by Zapier when new referrals are received in Lexamica

Create spreadsheet rows in Google Sheets when new referrals are sent in Lexamica

Increment value in Storage by Zapier when new referrals are received in Lexamica

Lexamica Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Lexamica Integrations

Popular Lexamica Integrations

Connect Your App Accounts to Zapier