How to connect 123FormBuilder + Lawcus + Salesforce
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Do even more with 123FormBuilder + Lawcus + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with 123FormBuilder, Lawcus, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
New Form
Triggers when a new form is added to your account.
Try ItInvoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try It
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How 123FormBuilder + Lawcus + Salesforce Integrations Work
- Step 1: Authenticate 123FormBuilder, Lawcus, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.