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.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free