1.Catch incoming update payload
Integrate Webhooks by Zapier and webhook parsing tools to surface submission identifiers to your automation flow.
Create current matters spreadsheet and export as file
Automatically catch incoming matter update payloads across Webhooks by Zapier, Zapier Tables, Google Sheets, and Google Drive. Create and export when submission ID arrives, update payload posts, or webhook triggersβso you can generate timestamped spreadsheets, add open matter rows, and ship JSON files without manual reporting.
How this automation organizes your matter exports
When an incoming update payload hits the webhook, manual spreadsheet and export work slows review and billing. This automation finds matching open matters, creates a timestamped spreadsheet, and exports a JSON fileβso your team can review outputs without rework.
Webhooks by Zapieror swap with your favorite app
2.Find matching open matter records
Integrate Zapier Tables and database lookups to search configured open matters to qualify records for export.
Zapier Tablesor swap with your favorite app
3.Create timestamped spreadsheet
Integrate Google Sheets and spreadsheet templating tools to create a timestamped sheet with matter headers for review.
Google Sheetsor swap with your favorite app
4.Add rows for matching records
Integrate Google Sheets and row mapping tools to add up to 100 matching rows by matter ID for each run.
5.Create exported JSON file
Integrate Google Drive and file export workflows to create an exported JSON file in your folder for traceability.
Google Driveor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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