1.Runs daily sweep trigger
Integrate Schedule by Zapier and automation schedules to run a daily sweep for declined queue processing.
Update declined matters and clear the queue daily
Automatically monitor the declined referral queue daily across Schedule by Zapier, Zapier Tables, Lexamica, and Salesforce. Automatically close matters when declined referrals are older than your threshold, stages match the declined status, or cases are foundβso you can close matters, update Salesforce records, and clear queue entries without manual queue follow-up.
How this automation clears declined queue backlogs
When the daily decline sweep runs, stale queue items can keep matters open and slow intake decisions. This automation finds eligible declined queue records, verifies referral case stage, and updates Salesforce while deleting processed entriesβso your team clears the backlog without manual cleanup.
Schedule by Zapieror swap with your favorite app
2.Finds eligible decline queue records
Integrate Zapier Tables to search the decline queue and map fields for each candidate queue record.
Zapier Tablesor swap with your favorite app
3.Stops when no queue records match
Integrate Filter by Zapier to continue only when the table search returns one or more eligible records.
Filter by Zapieror swap with your favorite app
4.Processes each queue record
Integrate Looping by Zapier to iterate through each eligible record for referral lookup and verification.
Looping by Zapieror swap with your favorite app
5.Searches referral cases
Integrate Lexamica and referral lookup tools to find a matching case and confirm the stage equals the declined stage.
Lexamicaor swap with your favorite app
6.Updates matter close picklist
Integrate Salesforce and CRM field tools to update the matching matter record with the configured closed picklist value.
Salesforceor swap with your favorite app
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