Google Sheets + Lawcus
Create spreadsheet rows in Google Sheets for new people in Lawcus
Keep your records updated effortlessly with this workflow. When a new person is added in Lawcus, this automation will concurrently create a new row in Google Sheets. This provides a simple, efficient way to maintain accurate records, eliminating manual data entry and ensuring your team always has access to the most current information. Stay organized and streamline your workflow with this seamless combination of Lawcus and Google Sheets.
Keep your records updated effortlessly with this workflow. When a new person is added in Lawcus, this automation will concurrently create a new row in Google Sheets. This provides a simple, efficient way to maintain accurate records, eliminating manual data entry and ensuring your team always has access to the most current information. Stay organized and streamline your workflow with this seamless combination of Lawcus and Google Sheets.
- When this happens...New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
- 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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