1.Catch Hook payment payload
Integrate Webhooks by Zapier and webhook parsing tools to extract matter identifier and payment values for billing field mapping.
Update matter fee fields from payment webhooks in CRM
Automatically parse incoming payment and intake payloads across Webhooks by Zapier and Formatter by Zapier. Create and update billing fields when payment payloads arrive or matter identifiers match or installment details changeβso you can refresh estimated value, admin fee cents, and installment counts without manual billing cleanup.
How this automation keeps matter billing accurate
When payment webhook fields land without matching updates, billing values can drift and matter estimates become inaccurate. This automation catches payment payloads, normalizes cents values, finds the right matter, and updates billing fieldsβso your team keeps fees and estimates current.
Webhooks by Zapieror swap with your favorite app
2.Convert amounts to cents
Integrate Formatter by Zapier and numeric formatting tools to convert amounts to cents and normalize estimated value inputs.
Formatter by Zapieror swap with your favorite app
3.Find matching matter record
Integrate Lawmatics and matter lookup tools to find the correct matter by identifier and prepare for billing updates.
Lawmaticsor swap with your favorite app
4.Update matter billing fields
Integrate Lawmatics and case management tools to write billing custom fields, installment counts, and plan flags and update the record.
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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
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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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