VerdictFlow and Salesflare

How to connect VerdictFlow

VerdictFlow is a legal intake and referral automation platform that helps law firms capture, route, and track leads effortlessly.

Start a workflow when this happens

Lead Status Changed — Triggers when a lead's status changes in VerdictFlow (instant). Includes the previous status.
Lead Updated — Triggers when any lead information is updated in VerdictFlow (instant).
New Lead — Triggers when a new lead is created in VerdictFlow (instant).
New Referral — Triggers when a referral your firm sent or received is created (instant).
Referral Status Changed — Triggers when a referral your firm is party to changes status (instant). Includes the previous status. Does not fire for changes your own Zaps make.

Show 1 more triggers

Referral Sub-Status Changed — Triggers when a referral's progress sub-status changes (instant) — e.g. In contact, Documents requested, Retainer sent. Does not fire for changes your own Zaps make.

Things Salesflare can make it do

Accept Referral — Accepts an incoming, pending referral and creates the working lead in your account. Receiver-only; requires Pro or higher.
Create Lead — Creates a new lead in VerdictFlow with comprehensive field support.
Decline Referral — Declines an incoming, pending referral with an optional reason shared with the referring firm. Receiver-only; requires Pro or higher.
Find or Create Lead — Finds an existing lead by email, phone, or name. Creates one if not found.
Send Referral — Sends an existing lead as a referral to a linked partner firm. Sender-only; requires the Enterprise plan.

Show 2 more actions

Update Lead — Updates an existing lead in VerdictFlow with comprehensive field support.
Update Referral Status — Updates a received referral: set an in-progress stage (e.g. In contact, Documents requested) or an outcome (Retained, Settled, or Not a fit). Receiver-only; requires Pro or higher.

Look up existing records

Find Lead — Searches for an existing lead by email, phone, name, or ID. Optionally creates one if not found.
Find Referral — Finds a referral your firm sent or received, by ID or by filtering recent referrals.

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