Create new Google Sheets rows for new tasks in Lawcus
Effortlessly keep track of your legal tasks with this workflow. When a new task is created in Lawcus, a row will be added straightaway to a Google Sheets spreadsheet of your choice. This automation ensures your tasks are always up-to-date and conveniently accessible from your preferred spreadsheet software.
Effortlessly keep track of your legal tasks with this workflow. When a new task is created in Lawcus, a row will be added straightaway to a Google Sheets spreadsheet of your choice. This automation ensures your tasks are always up-to-date and conveniently accessible from your preferred spreadsheet software.
- When this happens...New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
- 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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