1.Detect invitee created
Integrate Calendly and scheduling data to capture booking received details for normalization.
Update matter and calendar from each new booking
Automatically monitor invitee created bookings across Calendly. Create and update when matched matters are found—so you can match contacts, create file notes, and update paralegal calendars without manual follow-up. Alerts route to Slack when bookings do not match records—so you can triage immediately.
How this automation keeps matter context ready
When invitee created booking events hit, staff can miss prep-ready matter context. This automation normalizes inputs, looks up contacts and matters, creates file notes, and updates the paralegal calendar—so your team can prepare faster.
Calendlyor swap with your favorite app
2.Normalize event inputs
Integrate Formatter by Zapier and data mapping to normalize location and appointment time for the workflow.
Formatter by Zapieror swap with your favorite app
3.Lookup contact match
Integrate Google Sheets and contact lookups to find the master contact row by email or name.
Google Sheetsor swap with your favorite app
4.Alert when contact is missing
Integrate Slack and team notifications to post a conditional alert for unmatched bookings with context.
Slackor swap with your favorite app
5.Create matter file note
Integrate Actionstep and matter records to create a file note on the matched matter using lookup results.
Actionstepor swap with your favorite app
6.Update paralegal event
Integrate Google Calendar and scheduling records to update the event summary with the matter reference and note.
Google Calendaror swap with your favorite app
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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.
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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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