1.Catch incoming case invitation
Integrate Webhooks by Zapier, webhook intake, and routing logic to capture an incoming case invitation event.
Update matter invite status from incoming case webhook
Automatically catch incoming case invitations across Salesforce and Zapier Tables. Create and update when invitation webhook fires, webhook includes matter external reference, or case invitation arrivesβso you can set handler ownership, update invite status, and preserve invite history without manual triage.
How this automation updates your invite status history
When incoming case invitations arrive, delays can misroute ownership and corrupt invite history. This automation locates the right matter, checks the decline queue, and updates handler assignment and invite statusβso your team can act on accurate intake.
Webhooks by Zapieror swap with your favorite app
2.Find matching matter record
Integrate Salesforce and crm lookup tools to locate the matter record by matching the webhook reference to the external reference.
Salesforceor swap with your favorite app
3.Find decline queue record
Integrate Zapier Tables and data lookup tables to search your decline queue and detect prior declines for the matter.
Zapier Tablesor swap with your favorite app
4.Branch on decline and status
Integrate Filter by Zapier and conditional logic to continue paths based on decline-queue existence and invite status state.
Filter by Zapieror swap with your favorite app
5.Update handler and invite status
Integrate Salesforce and record updates to set the handler and write the correct first-invite or follow-up invite status.
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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
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Step 3
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