Lawmatics and Salesflare
How to connect Lawmatics
- Via Zapier — 21 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When appointment Created in Lawmatics, create meeting, then create call in Salesflare.
- When contact Created in Lawmatics, find or create contact in Salesflare.
- When custom Form Added in Lawmatics, find or create contact in Salesflare.
- When new Note Created in Lawmatics, create internal note in Salesflare.
- When new Account in Salesflare, create Company in Lawmatics.
About Lawmatics
Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
Lawmatics operations on Zapier
Triggers (8)
Start a workflow when this happens
- Appointment Created — Triggers when an Appointment is created.
- Contact Created — Triggers when a Contact is created.
- Custom Form Added — Triggers when a Custom Form is added.
- Filled Out a Form — Triggers when a Custom Form Entry is submitted.
- Matter Added — Triggers when a Matter is created.
Show 3 more triggers
- Matter Converted — Triggers when a PNC Matter is converted.
- Matter Updated — Triggers when a Matter is updated.
- New Note Created — Triggers when a new Note is created.
Actions (8)
Things Salesflare can make it do
- Create Appointment — Create a new Appointment.
- Create Company — Create a new Company from values.
- Create Contact — Create a new Contact from values.
- Create Matter — Create a new Matter from values.
- Submit Custom Form Entry — Fill out a Custom Form with values.
Show 3 more actions
- Update Company — Update an existing Company with values.
- Update Contact — Update an existing Contact with values.
- Update Matter — Update an existing Matter with values.
Searches (5)
Look up existing records
- Find Company — Find Company by email, name or phone
- Find Contact — Find Contact by email, name or phone
- Find Matter — Find Matter by email, name or phone
- Get Matter — Find a Matter by ID.
- Get User — Find User by ID.
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