1.Detect booking created
Integrate Calendly and scheduling tools to watch for booking created events and to trigger discovery intake workflows.
Create discovery matter from free chat bookings for client intake
Automatically monitor free discovery chat bookings across Calendly and intake systems. Create and update contacts, create or update matters, and notify intake staff when free discovery bookings are created, event type indicates free chat, or booking details match the intro markerβso you can prevent manual intake coordination.
How this automation creates new discovery matters
When free discovery chat details arrive out of sync, intake work stalls and matters get missed or duplicated. This automation formats fields, filters qualifying bookings, ensures contacts exist, creates missing matters, and sends intake notificationsβso your team can act immediately.
Calendlyor swap with your favorite app
2.Format local phone number
Integrate Code by Zapier and data transformation tools to map phone inputs and format local phone numbers.
Code by Zapieror swap with your favorite app
3.Allow only free discovery bookings
Integrate Filter by Zapier and routing tools to continue only when event type contains the free or intro indicator.
Filter by Zapieror swap with your favorite app
4.Find or create contact
Integrate Actionstep and contact management to create a contact or update details by email and booking phone.
Actionstepor swap with your favorite app
5.Find existing matter or create
Integrate Actionstep and matter records to find an active matter and create one when none exists.
6.Add or update master list contact
Integrate ActiveCampaign and marketing automation to add the contact to the mailing list with a discovery tag.
ActiveCampaignor swap with your favorite app
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Explore all matter management automations
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.
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