Lexamica + SendGrid

Lexamica + SendGrid integrations

Send emails in SendGrid whenever new referrals are received in Lexamica

Streamline your referral process with this efficient automation. Whenever a new referral is received in the Lexamica app, a corresponding email will be sent out via SendGrid. This allows for immediate communication and ensures no lead is missed or delayed, enhancing your customer relations.

When this happens...
Referral ReceivedTriggers when a new referral is received by my law firm.
TriggerInstant
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Send EmailSend an email to one or more recipients.
ActionWrite

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More things you can do with Lexamica and SendGrid

Discover other triggers and actions you can use with Lexamica and SendGrid

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
- Law Firm ID
  Required
Action
Search
- NoMetadataCopy
- Referral ID
  Required
- Add Most Recent Invitation
- Include Raw Data
Action
Search
- To
  Required
- From
  Required
- From Name
- Reply To
- Subject
  Required
- Text
- HTML
Action
Write
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
Write

Law Firm List
Triggers when a law firm is found in the list.
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
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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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Action
Write

About Lexamica

Lexamica is the first platform dedicated to legal referrals.

HelpHelp

Related categories

Communication

About SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

HelpHelp

Related categories

Transactional Email

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