1.Catches incoming form POST
Integrate Webhooks by Zapier and form webhooks to capture the raw POST body payload for processing.
Update matter records from submitted price agreement forms
Automatically monitor incoming price agreement submissions across Webhooks by Zapier and Code by Zapier. Create and update when forms are submitted, matter references are present, or agreed price fields are blankβso you can write agreed prices, fill estimates, and record audit notes without manual data entry.
How this automation protects matter pricing accuracy
When raw form payloads arrive, manual entry can overwrite agreed prices and delay estimates. This automation parses submissions and looks up and updates matching Salesforce matter recordsβso your team can keep pricing fields accurate.
Webhooks by Zapieror swap with your favorite app
2.Parses fields from payload
Integrate Code by Zapier and data parsing tools to parse payload values and return agreed-price and estimate fields to the workflow.
Code by Zapieror swap with your favorite app
3.Finds matching matter record
Integrate Salesforce and CRM search tools to find the Matter record by the parsed matter reference and stop on misses.
Salesforceor swap with your favorite app
4.Continues only for blanks
Integrate Filter by Zapier and conditional rules to continue only when the agreed-price field is blank or zero.
Filter by Zapieror swap with your favorite app
5.Updates agreed price and estimate
Integrate Salesforce and CRM record updates to write agreed-price and estimated-cost fields and add an audit note.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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