1.Detect new Matter record
Integrate Salesforce and crm tools to detect new Matter record creation and start the matter alert flow.
Post a new matter notification to your team channel
Automatically monitor new Matter records across Salesforce. Post channel notifications when matter record created, intake owner assigned, or matter details finalizedβso you can share headlines, include clickable links, and notify owners without manual triage updates.
How this automation accelerates matter intake with team alerts
When new Matter records are created, intake updates get delayed and triage starts later. This automation monitors Salesforce matter creation and sends a Slack channel message with record links and owner mentionsβso your team spots new work faster.
Salesforceor swap with your favorite app
2.Send channel message
Integrate Slack and team collaboration tools to send a channel message with a matter headline, clickable link, and owner mention.
Slackor 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
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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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