Google Sheets + Lawcus
Create spreadsheet rows in Google Sheets for new leads in Lawcus
Whenever a new lead is added in Lawcus, this workflow helps manage your data by creating a new row in your Google Sheets. It simplifies the process of transferring lead information into a spreadsheet, saving you time and unnecessary manual work. Use this workflow to ensure your leads from Lawcus are organized efficiently in Google Sheets.
Whenever a new lead is added in Lawcus, this workflow helps manage your data by creating a new row in your Google Sheets. It simplifies the process of transferring lead information into a spreadsheet, saving you time and unnecessary manual work. Use this workflow to ensure your leads from Lawcus are organized efficiently in Google Sheets.
- When this happens...New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItNew Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Stage
Try ItWorkflow
Stage
Try ItNew Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Try ItNew Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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