1.Starts sub-zap with mapped inputs
Integrate Sub-Zap by Zapier and workflow variables to map case and client identifiers for creation inputs.
Create case record and update CRM client profiles
Automatically route case and client IDs through Beacon-linked lookups across Sub-Zap by Zapier, Beacon, and Zapier Tables. Create and update aligned client and case records when case id submitted, client id provided, or matter code received βso you can create case records, classify case type, and write external IDs back without manual mismatch checking.
How this automation protects CRM client alignment
When case and client IDs need reconciliation, misaligned records can slow matter setup. This automation searches Beacon records and determines case type and writes external IDs backβso your team can keep profiles aligned.
Sub-Zap by Zapieror swap with your favorite app
2.Searches for client person record
Integrate Beacon and contact enrichment tools to find the person record by client id and name and date of birth.
Beaconor swap with your favorite app
3.Searches for case record
Integrate Beacon and CRM record lookup tools to locate the case by case id and extract classification fields.
4.Looks up matter description mapping
Integrate Zapier Tables and data lookup tools to map truncated matter code to the configured case type code.
Zapier Tablesor swap with your favorite app
5.Creates external case and updates Beacon
Integrate Sub-Zap by Zapier and matter system connectors to create the client and case and update Beacon with external IDs.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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