Salesflare Salesflare Integrations

Lawcus and Salesflare

CRM (Customer Relationship Management) lawcus.com ↗

How to connect Lawcus

What you can automate

  • When invoice State Changed in Lawcus, create opportunity, then find or create contact in Salesflare.
  • When new Company Created in Lawcus, find or create account in Salesflare.
  • When new Invoice Generated in Lawcus, create opportunity, then find or create contact in Salesflare.
  • When new Lead Created in Lawcus, find or create contact in Salesflare.
  • When new Person Created in Lawcus, find or create contact in Salesflare.
  • When new Task in Lawcus, create task in Salesflare.

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

Lawcus operations on Zapier

Triggers (18)

Start a workflow 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.
  • 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.
  • Lead Moved to Stage — Triggered when a lead is advanced to a new stage in the intake pipeline. Helps automate lead nurturing steps, internal alerts, and CRM status updates for better conversion tracking.
  • Lead Not Hired — Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
  • Matter Closed — Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Show 13 more triggers
  • Matter Moved to Stage — Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.
  • New Calendar Entry — Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
  • New 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.
  • New 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.
  • New Expense — Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
  • New Flat Fee — Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
  • New Invoice Generated — Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
  • 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.
  • New Matter Created — Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
  • 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.
  • 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.
  • New Time Entry — Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
  • Task Completed — Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.

Actions (20)

Things Salesflare can make it do

  • Add Note to Contact — Adds a new note to an existing contact profile, enhancing client relationship documentation.
  • Add Note to Lead — Adds a new note to a lead record, supporting enhanced lead tracking and context.
  • Add Note to Matter — Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.
  • Add Task to Matter — Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.
  • Create Communication — Generates a new communication entry, such as an email, phone call, or internal message.
Show 15 more actions
  • Create Company — Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.
  • Create Event — Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.
  • Create Expense Entry — Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.
  • Create Flat Fee — Creates a flat fee billing entry associated with a specific legal matter.
  • Create Lead (Company) — Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.
  • Create Lead (Person) — Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
  • Create Matter — Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.
  • Create Person — Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.
  • Create Time Entry — Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.
  • Update Company — Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.
  • Update Lead — Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.
  • Update Matter — Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.
  • Update Person Contact — Modifies the details of an existing individual contact, ensuring up-to-date contact information.
  • Update Task — Updates the properties or status of a task, enabling dynamic task management and progress tracking.
  • User Activated Workflow — Initiates the activation of a user activated workflow as part of an automated workflow process.

Searches (8)

Look up existing records

  • Find Contact — Searches for and returns the most recently created contact that matches a specified custom field value.
  • Find Invoice — Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.
  • Find Lead — Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.
  • Find Matter — Identifies the most recently created matter based on a specified custom field criterion.
  • Find Newest Matter by Client — Locates the latest matter associated with a given client email address.
Show 3 more searches
  • Find Pipeline — Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.
  • Find Stage on a Pipeline — Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.
  • Find User — Retrieves details of a team member based on user identification criteria.

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