Create Google Sheets rows from newly converted Lawcus leads
Accelerate your client management process with this workflow. When a lead is converted in Lawcus, a new row will be added to your selected Google Sheets spreadsheet. This seamless integration keeps your records up-to-date, ensuring you have the most recent information about your clients at your fingertips.
Accelerate your client management process with this workflow. When a lead is converted in Lawcus, a new row will be added to your selected Google Sheets spreadsheet. This seamless integration keeps your records up-to-date, ensuring you have the most recent information about your clients at your fingertips.
- When this happens...Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
- 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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