1.Detect new custom form entry
Integrate Lawmatics and form capture tools to trigger from each new custom form entry and surface payer details for invoicing.
Create sales invoice from client intake form submissions
Automatically monitor new intake form submissions across Lawmatics and billing tools. Create and send QuickBooks invoices when payer details arrive, so you can issue invoices, route internal copies, and keep invoices current without manual invoice processing.
How this automation creates client invoices fast
When new custom form entry arrives, invoices can stall and teams must rekey details. This automation finds staff recipients, matches customers, and creates and sends QuickBooks invoicesβso your team can bill immediately with fewer mistakes.
Lawmaticsor swap with your favorite app
2.Lookup staff recipient records
Integrate Zapier Tables and staff directories to find the configured salesperson and matter owner records for internal CC emails.
Zapier Tablesor swap with your favorite app
3.Match or create customer
Integrate QuickBooks Online and accounting data to match by email and create a new customer when no record is found.
QuickBooks Onlineor swap with your favorite app
4.Create and send invoice
Integrate QuickBooks Online and invoice workflows to create invoice lines, attach internal copies, and send invoices to client email with CC.
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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