Hivelight + Realaml

Create Hivelight matters when new Realaml forms are submitted

When a new Realaml form is submitted (e.g. an intake form), a corresponding matter will be created in Hivelight automatically.

When this happens...
Form SubmittedTriggers when a Realaml form is submitted and its report has been generated.
TriggerInstant
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Create MatterCreates a new matter in Hivelight
ActionWrite

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More things you can do with Realaml and Hivelight

Discover other triggers and actions you can use with Realaml and Hivelight

Check Created
Triggers when a Realaml check is created. Creation-billed checks wait for pricing; deferred-billing checks may report pending pricing.
Trigger
Instant
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Document Created
Triggers when a Realaml e-sign document is created.
Trigger
Instant
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Document Expired
Triggers when a Realaml e-sign document expires.
Trigger
Instant
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Document Sent
Triggers when a Realaml e-sign document is sent and final pricing is available.
Trigger
Instant
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Document Voided
Triggers when a Realaml e-sign document is voided.
Trigger
Instant
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Form Submitted
Triggers when a Realaml form is submitted and its report has been generated.
Trigger
Instant
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Ownership Case Created
Triggers when a Realaml ownership case is created and its initial pricing is available.
Trigger
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Risk Rating Created
Triggers when a Realaml risk rating is created.
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Instant
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- Template
- Document Name
- Email Subject
- Email Message
- Completion Message
- Expires At
- CC Emails
- Metadata
Action
Write
- Check Type
  Required
- Customer Consent
  Required
Action
Write
- Event
Trigger
Instant
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- Event
Trigger
Instant
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- Event
Trigger
Instant
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- Matter ID
  Required
- Task List ID
  Required
- Start Date
- Milestone ID
Action
Write
- Matter Name
  Required
- Matter description
- Tag Label
- Tag Value
- Jurisdictions
- Matter Types
- Matter Owner
- Matter Lead
- Business Administration 1
- Advocate 1
- Consultant 1
- Senior Lawyer
- Junior Lawyer
- Paralegal
- Senior Administrative Role
- Junior Administrative Role
- Workflow ID
- Start Date
- External Reference Source
- External Reference ID
Action
Write
- Matter ID
  Required
- Task ID
  Required
- Task Note
  Required
Action
Write
- Task ID
  Required
Action
Write
- Matter ID
  Required
Action
Write
- Matter ID
- Matter Name
- Matter Owner
- Matter Lead
- Business Administration
- Advocate
- Consultant
- Legal Roles (Senior Lawyers)
- Legal Roles (Junior Lawyers)
- Legal Roles (law Clerk/Paralegals)
- Administrative Roles
- Administrative Roles
- Jurisdictions
Action
Write
- Task ID
  Required
- Task Status
Action
Write
- No Input Required
Action
Search
- Matter ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Workflow ID
  Required
Action
Search

Document Completed
Triggers when a Realaml e-sign document is completed.
Trigger
Instant
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Document Declined
Triggers when a Realaml e-sign document is declined.
Trigger
Instant
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Document Failed
Triggers when a Realaml e-sign document fails.
Trigger
Instant
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Document Status Changed
Triggers when a Realaml e-sign document status changes.
Trigger
Instant
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Form Created
Triggers when a Realaml form is created.
Trigger
Instant
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Ownership Case Completed
Triggers when a Realaml ownership case is completed and its report has been generated.
Trigger
Instant
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Risk Rating Completed
Triggers when a Realaml risk rating is completed.
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Check Completed
Triggers when a Realaml check is completed and final pricing is available.
Trigger
Instant
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- Form
  Required
- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Reference
- Notes
- Verification Type
- Metadata
Action
Write
- Check Type
  Required
Action
Write
- Event
Trigger
Instant
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- Event
Trigger
Instant
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- Matter ID
  Required
- Roadmap ID
  Required
- Start Date
Action
Write
- Matter ID
  Required
Action
Write
- Matter ID
  Required
- Note Content
Action
Write
- External Reference ID
  Required
- External Reference Source
  Required
Action
Write
- Pagination
- Results limit
- Matter ID
- Milestone ID
- Due Date (From)
- Due Date (To)
- Task Status
Action
Write
- Matter ID
  Required
- New Matter Name
- New Matter Description
- External Reference Source
- External Reference ID
Action
Write
- Matter ID
  Required
- Milestone ID
  Required
Action
Write
- Matter Size
- Pagination Starting Index
- Is Archived?
Action
Search
- No Input Required
Action
Search
- User IDs
  Required
Action
Search
- Workflow Type
- Pagination Starting Index
- Workflow Size
Action
Search

About Hivelight

Hivelight is a team collaboration tool to help you manage tasks, optimize your processes, and track the progress of your matters and projects.

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Related categories

Productivity

About Realaml

Realaml is a PAYG customer verification, onboarding and fraud prevention platform.

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Related categories

Security & Identity Tools