GrowPath and Salesflare

How to connect GrowPath

GrowPath is a legal case management platform that manages both intakes and cases.

Start a workflow when this happens

Correspondence Changed — Triggers when a correspondence (request) is created or updated in GrowPath, including when attachments are added, modified, or removed.
Intake Received — Triggers when an intake is exported from GrowPath.
Ledger Changed — Triggers when a ledger entry is created, updated, or deleted in a matter in GrowPath.
Matter Changed — Triggers when a matter (intake or case) is changed in GrowPath.
New Mail Merge Attachment — Triggers when a mail merge document is created in GrowPath, including when "redo mail merge" is used.

Show 2 more triggers

Note Changed — Triggers when a note is created, updated, or deleted in a matter in GrowPath.
Time Entry Changed — Triggers when a billable time entry is created or updated in a matter in GrowPath.

Things Salesflare can make it do

Answer Questions — Answer/Fill-in specific questions for questionnaire
Attachment Download URL — Get a temporary download URL for a Growpath attachment. Returns the file details and a signed URL to access the file.
Create Company — Creates a new company
Create Intake — Creates a new intake
Create Intake With Existing Claimant — Creates a new intake with an existing claimant

Show 14 more actions

Create Ledger — Creates a new ledger entry in a Matter
Create Matter Involvement — Adds an involvement to a matter
Create Note — Creates a new note
Create Person Entity — Creates a new person entity
Create Reminder — Creates a new reminder within a Matter
Create a Correspondence / Request for a Matter — This action facilitates the creation of a new Request (Correspondence) record that is associated with a specific Matter.
Delete Matter Involvement — Removes an involvement from a matter
Update Company — Updates a company
Update Matter — Updates an existing matter with key fields
Update Matter Involvement — Updates an existing involvement in a matter
Update Note — Updates an existing note
Update Person Entity — Updates a person entity
Update a Correspondence / Request — Updates an existing Request (Correspondence) record by ID. Only provided fields are changed.
Upload Attachment to Correspondence — Upload a file or document and attach it to an existing Correspondence in GrowPath.

Look up existing records

Find Attachment(s) Related to a Request — Find attachment(s) that are related to a request
Find Company — Finds a company by its name
Find Email Type — Finds an email type by its name
Find Intake Encounter Source — Finds an intake encounter type by its name
Find Involvement Type — Finds an involvement type by its name

Show 15 more searches

Find Language — Finds a language by its name
Find Ledger Type — Finds a ledger type by its name
Find Marketing Source — Finds a marketing source by its name
Find Matter — Finds a matter by entity ID, entity's email address, or phone number
Find Matter Status — Finds a matter status by its name
Find Matter Tag — Finds a matter tag by its name
Find Matter Type — Finds a matter type by its name
Find Note Topic — Finds a note topic by its name
Find Person Entity — Finds a person entity
Find Phone Type — Finds a phone type by its name
Find Question — Finds a question by its name
Find Questionnaire — Finds a questionnaire by its name
Find Request(s) — Find a request or correspondence by matter ID, request status, dates, or other criteria.
Find State of Incident — Finds a state of incident by its name
Search Notes Within Matter — Search notes by matter ID and optional text filter

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