1.Detect deal property changes
Integrate HubSpot and CRM tools to watch intake stage deal property changes and trigger case creation prep.
Create a client case from CRM intake stage updates
Automatically monitor deal property changes configured as the intake stage across HubSpot. Create and update when intake stage changes, deals advance to intake, or the intake stage is selectedβso you can create matters, format intake dates, and link case references back to HubSpot without manual entry.
How this automation links intake deals to client cases
When intake stage deal updates need manual review, case creation and linking can fall behind and waste legal ops time. This automation finds the client, formats intake dates, creates or finds the case, and updates the deal linkbackβso your team can move faster with fewer handoffs.
HubSpotor swap with your favorite app
2.Finds contact by ID
Integrate HubSpot and CRM tools to look up the contact reference from the triggering deal and map person fields.
3.Searches person in MyCase
Integrate MyCase and case management systems to search for an existing person and return a person ID for linking.
MyCaseor swap with your favorite app
4.Formats intake and consultation dates
Integrate Formatter by Zapier and date formatting tools to convert intake dates into YYYY-MM-DD for the case system.
Formatter by Zapieror swap with your favorite app
5.Create or finds case
Integrate MyCase and case management systems to create or find a matter, assign the intake stage, and store details.
6.Updates deal with case reference
Integrate HubSpot and CRM tools to write the found or created case reference back to the deal record.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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