Lexamica + Slack

Send Slack channel messages when new referrals are received in Lexamica

Stay informed instantly when you get a referral in the Lexamica app by automating a message to any Slack channel of your choice. This workflow helps you streamline and improve your communication efficiency. As soon as a new referral is received in Lexamica, a message is prompted in your selected Slack channel, keeping you and your team instantly updated every step of the way.

When this happens...
Referral Received
Triggers when a new referral is received by my law firm.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

Case Attachment Created
Triggers when a new attachment is created for a case.
Trigger
Instant
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Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Trigger
Instant
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- Update Types
Trigger
Instant
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Referral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Trigger
Instant
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Relay Match Found
Triggers when a relay match is found for a referral.
Trigger
Instant
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- Referral to UpdateRequired
- FilenameRequired
- FileRequired
Action
Write
- Law Firm IDRequired
Action
Write

- Referral to UpdateRequired
- Reason for UpdateRequired
Action
Write
- Referral to UpdateRequired
- Response
- Suppress Errors
Action
Write
- Referral to UpdateRequired
- Change Stage
- Update Message
- Suppress Errors
Action
Write
- Message
- Referral to UpdateRequired
Action
Write
- No Metadata Copy
- Case IDRequired
- Law Firm RoleRequired
- Include Raw Data
Action
Search
- No Metadata Copy
- Referral IDRequired
- Add Most Recent Invitation
- Include Raw Data
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Law Firm List
Lists the Law Firms.
Trigger
Polling
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Referral Sent
Triggers when my law firm sends a new referral.
Trigger
Instant
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Referral Received
Triggers when a new referral is received by my law firm.
Trigger
Instant
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Referral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Trigger
Instant
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Relay Match Not Found
Triggers when a relay match is not found for a referral.
Trigger
Instant
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Convert to Existing Case
This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.
Action
Write
- Message
- Recipient
- Salutation
- First Name
- Last Name
- Client Contact Copy
- Email
- Phone Number
- Client Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Incident Copy
- Date
- Synopsis
- Incident Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Fee Unit
- Fee Value
- Integration Platform
- Integration ID
- Suppress Errors
Action
Write
- Message
- Referral to UpdateRequired
- Recipient Law FirmRequired
- Expires
Action
Write
- Referral to UpdateRequired
- Is there a fee associated with this case?
- Suppress Errors
Action
Write
- Referral to UpdateRequired
Action
Write
- No Metadata Copy
- Attachment IDRequired
Action
Search
- NameRequired
- Has MFSA
Action
Search
- Firm Name Pattern
- Case Type Pattern
- Incident State Pattern
- Start
- End
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Lexamica

Lexamica is the first platform dedicated to legal referrals.

Related categories

Communication

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Lexamica + Slack

Send Slack channel messages when new referrals are received in Lexamica

Case Attachment Created

Referral Details Updated

Referral Invitation Updated

Referral Resolution Created

Relay Match Found

Create a Case Attachment

Get Law Firm by ID

Change Referral Details

Respond to a Referral Invitation

Create Referral Update

Submit Case to Relay

Find a Case Invitation by Case ID and Law Firm Role

Find a Referral by ID

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

Law Firm List

Referral Sent

Referral Received

Referral Update Created

Relay Match Not Found

Convert to Existing Case

Create Referral

Create Referral Invitation

Resolve a Case

Project Relay Run

Find an Attachment by ID

Find Law Firm

Search Relay Nodes (Advanced)

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Lexamica

Related categories

About Slack

Related categories

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