Lawmatics + Microsoft Dynamics 365 CRM
Create Lawmatics matters for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your legal matters whenever a new contact is added to your Microsoft Dynamics 365 CRM with this automation. Once set up, every time a new contact is created in Microsoft Dynamics 365 CRM, a matter will be created in Lawmatics. This seamless connection saves you time and ensures that all your important client information is consistently organized and accessible within your Lawmatics account.
Effortlessly manage your legal matters whenever a new contact is added to your Microsoft Dynamics 365 CRM with this automation. Once set up, every time a new contact is created in Microsoft Dynamics 365 CRM, a matter will be created in Lawmatics. This seamless connection saves you time and ensures that all your important client information is consistently organized and accessible within your Lawmatics account.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Matter
Create a new Matter from values.
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