Lexamica + SendGrid
Send emails in SendGrid whenever new referrals are received in Lexamica
Streamline your referral process with this efficient automation. Whenever a new referral is received in the Lexamica app, a corresponding email will be sent out via SendGrid. This allows for immediate communication and ensures no lead is missed or delayed, enhancing your customer relations.
Streamline your referral process with this efficient automation. Whenever a new referral is received in the Lexamica app, a corresponding email will be sent out via SendGrid. This allows for immediate communication and ensures no lead is missed or delayed, enhancing your customer relations.
- When this happens...Referral Received
Triggers when a new referral is received by my law firm.
- automatically do this!Send Email
Send an email to one or more recipients.
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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.
Try It
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.
Try It
