1.Triggers on sub-Zap started
Integrate Sub-Zap by Zapier, intake orchestration tools, and workflow systems to start the matter spreadsheet sync.
Create and update matter spreadsheets from new intake rows
Automatically monitor matter intake synchronization across Google Sheets and Zapier orchestration. Create and update when sub-zap started, master matter reference found, or spreadsheet identifier providedβso you can generate matter sheets, update tracking rows, and return a summary payload without manual spreadsheet syncing.
How this automation updates your matter spreadsheets
When a new intake row enters the parent workflow, delays can stall attorney access to the right matter sheet. This automation looks up or creates spreadsheet records, updates the master intake row, and returns a summary payloadβso your team gets ready matter documentation.
Sub-Zap by Zapieror swap with your favorite app
2.Looks up master intake row
Integrate Google Sheets and data lookup systems to map matter reference and retrieve the master row identifier.
Google Sheetsor swap with your favorite app
3.Inspects existing matter worksheets
Integrate Google Sheets and worksheet templates to look up configured tabs and return child and heir flags.
4.Creates spreadsheet from template
Integrate Google Sheets and template copying to generate a missing matter spreadsheet and return its ID.
5.Updates master intake row
Integrate Google Sheets and record tracking tools to set intake fields and the resolved spreadsheet ID.
6.Returns summary payload
Integrate Sub-Zap by Zapier and workflow data passing to return spreadsheet ID, signing info, and flags for the caller.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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