1.Detect deal stage update
Integrate Pipedrive and CRM pipeline tools to watch configured pipeline stage changes and trigger intake automation.
Create client case and send intake link for new deals
Automatically monitor deal stage updates across Pipedrive pipelines. Create and update cases, shorten intake links, and notify participants when deals reach intake-ready stages, contact details exist, or assignment fields changeβso you can launch intake, assign the right staff, and keep matters moving without manual follow-up.
How this automation accelerates your intake coordination
When intake-ready deals require manual setup, matters stall and coordinators lose time chasing details. This automation summarizes intake notes, looks up staff, creates contacts and cases, shortens intake URLs, and delivers SMS and email updatesβso your team can respond immediately.
Pipedriveor swap with your favorite app
2.Summarize intake notes
Integrate ChatGPT (OpenAI) and document processing tools to summarize accumulated deal notes into an intake-ready case description.
ChatGPT (OpenAI)or swap with your favorite app
3.Lookup staff records
Integrate Zapier Tables and directory lookup tools to map attorney references to staff record IDs for assignment.
Zapier Tablesor swap with your favorite app
4.Find contact and create case
Integrate MyCase and legal CRM tools to find or create contacts and create cases with staff and lead attorney.
MyCaseor swap with your favorite app
5.Shorten intake URL
Integrate Bitly and URL parameter tools to create a short intake link for the new case and deal.
Bitlyor swap with your favorite app
6.Send SMS with intake link
Integrate Textline and messaging tools to send SMS to primary phones with the shortened intake link.
Textlineor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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