1.Extract intake submission data
Integrate Lawmatics and form submission tools to extract intake payload fields and timestamp for the lead tracking workflow.
Add intake form responses to lead tracking sheet
Automatically monitor new custom form submissions across Lawmatics and Microsoft Excel. Create and update a lead tracking row when intake form submissions include timestamps, contact details, and dispositionsβso you can qualify prospects, standardize fields, and keep intake reviews current without manual spreadsheet updates.
How this automation updates your lead tracking sheet
When new custom form submissions arrive, intake data can sit unprocessed and unqualified. This automation extracts fields, formats dates and phone numbers, determines qualified status, finds the right case or prospect, and appends a row to your lead tracking sheetβso your team can review faster and more accurately.
Lawmaticsor swap with your favorite app
2.Format date and phone fields
Integrate Formatter by Zapier and data transformation tools to format the submission timestamp and standardize phone output.
Formatter by Zapieror swap with your favorite app
3.Convert disposition to qualified flag
Integrate Formatter by Zapier and lookup tables to map intake disposition values into a Qualified? yes or no flag.
4.Find prospect or matter reference
Integrate Lawmatics and case matching tools to search by contact reference or email and return a case or matter reference.
5.Add row to lead tracker
Integrate Microsoft Excel and spreadsheet rows to map case reference, intake details, and the Qualified? flag into a new tracker entry.
Microsoft Excelor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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