Lexamica Integrations

Name: Zapier
Availability: InStock

Do more with Lexamica integrations

Zapier lets you connect Lexamica with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filevine

Project Management

Slack

Team Chat

Twilio

Phone & SMS

ClickUp

Project Management

SendGrid

Transactional Email

Gravity Forms

Forms & Surveys, WordPress

Clio

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filevine

Project Management

Slack

Team Chat

Twilio

Phone & SMS

ClickUp

Project Management

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Filevine

Project Management

Slack

Team Chat

Twilio

Phone & SMS

ClickUp

Project Management

SendGrid

Transactional Email

Gravity Forms

Forms & Surveys, WordPress

Clio

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Lexamica integrations with Zapier's templates

Create Lexamica referrals from new Google Sheets spreadsheet rows
Details
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Google Sheets + Lexamica
Add new Lexamica referrals to Google Sheets as rows
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Lexamica + Google Sheets
Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out
Details
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Lexamica + Google Sheets
Send Slack channel messages when new referrals are received in Lexamica
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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

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
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Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Trigger
Instant
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- UpdateTypes
Trigger
Instant
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Referral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Trigger
Instant
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Relay Match Found
Triggers when a relay match is found for a referral.
Trigger
Instant
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- 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
- Name
  Required
- Has MFSA
Action
Search
- Firm Name Pattern
- Case Type Pattern
- Incident State Pattern
- Start
- End
Action
Search

Law Firm List
Lists the Law Firms.
Trigger
Polling
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Referral Sent
Triggers when my law firm sends a new referral.
Trigger
Instant
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Referral Received
Triggers when a new referral is received by my law firm.
Trigger
Instant
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Referral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Trigger
Instant
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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
- NoMetadataCopy
- Referral to Update
  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

Do more with Lexamica integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Lexamica integrations with Zapier's templates

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

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

Do more with Lexamica integrations

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

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