1.Catch new form entry
Integrate Lawmatics and intake form tools to detect new custom form entry submissions to capture intake leads.
Add intake form leads to tracker sheet with context
Automatically monitor new custom form entries across Lawmatics and Google Sheets. Clean phone and readable intake timestamps and then create or update tracker rows when new form entry, intake submission created, or contact identifier enteredβso you can normalize follow-up context without manual spreadsheet updates.
How this automation keeps your intake tracker current
When new custom form entries arrive, inconsistent contact details can slow down legal follow-up. This automation cleans phone and formats intake timestamps and updates or creates tracker rowsβso your team can act on submissions fast.
Lawmaticsor swap with your favorite app
2.Clean phone number
Integrate Formatter by Zapier and data formatting tools to normalize the raw phone field to a consistent phone format to map tracker contact fields.
Formatter by Zapieror swap with your favorite app
3.Format intake timestamp
Integrate Formatter by Zapier and timestamp conversion tools to convert the submission created timestamp to a readable intake timestamp to populate the tracker time column.
4.Lookup matching contact row
Integrate Google Sheets and spreadsheet search tools to look up a row by contact identifier and return matches or no match to decide the next write.
Google Sheetsor swap with your favorite app
5.Create or update tracker row
Integrate Google Sheets and spreadsheet updates to create or update mapped columns with name, phone, language, and campaign context to keep the tracker current.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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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