Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out
Effortlessly track your Lexamica referrals in a Google Sheets spreadsheet with this seamless workflow. When a referral is sent out in Lexamica, it will instantly create a new row in your chosen Google Sheets document, making it easy to monitor and manage your referral data in an organized manner. Simplify your referral tracking process and stay organized with this efficient automation.
Effortlessly track your Lexamica referrals in a Google Sheets spreadsheet with this seamless workflow. When a referral is sent out in Lexamica, it will instantly create a new row in your chosen Google Sheets document, making it easy to monitor and manage your referral data in an organized manner. Simplify your referral tracking process and stay organized with this efficient automation.
- When this happens...Referral Received
Triggers when a new referral is received by my law firm.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Case Attachment Created
Triggers when a new attachment is created for a case.
Try ItReferral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Try ItUpdate Types
Try ItReferral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
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Law Firm List
Lists the Law Firms.
Try ItReferral Sent
Triggers when my law firm sends a new referral.
Try ItReferral Received
Triggers when a new referral is received by my law firm.
Try ItReferral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
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