1.Detects configured tag added
Integrate Intercom and customer support workflows to detect user tagged events and route tagged requests to case intake.
Create legal case records from tagged customer requests
Automatically monitor user tagged event activity across Intercom, Salesforce, and Gmail. Create legal case records and confirm receipt when a legal tag is added, a legal request tag is applied, or a configured tag is detectedβso you can create CRM cases, send confirmations, and remove tags without manual duplicate processing.
How this automation protects your case intake
When a user is tagged for a legal request, delays can stall case intake and create duplicate work. This automation locates accounts and creates legal process records and confirms receipt automaticallyβso your team can respond faster with cleaner tracking.
Intercomor swap with your favorite app
2.Calls helper for account lookup
Integrate Sub-Zap by Zapier and data mapping tools to locate the correct account and return an account reference.
Sub-Zap by Zapieror swap with your favorite app
3.Creates legal process record
Integrate Salesforce and CRM records tools to create a new legal process record linked to the matched account.
Salesforceor swap with your favorite app
4.Pauses before sending email
Integrate Delay by Zapier and routing timers to pause for the configured interval before client communication.
Delay by Zapieror swap with your favorite app
5.Sends templated confirmation email
Integrate Gmail and email templates to send a confirmation to the user with legal inbox reply-to settings.
Gmailor swap with your favorite app
6.Removes processed tag
Integrate Intercom and support workflows to remove the configured tag so the request does not get reprocessed.
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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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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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