The New Lawcus Appointment Scheduled trigger automatically kicks off a workflow whenever a client schedules an appointment through your native Lawcus appointment booking pages. This keeps your intake process fast and organised, allowing you to automatically create or update leads, search existing records, and assign follow-up tasks the instant a booking is confirmed.
Prerequisites: Setting Up Your Lawcus Appointment Scheduler
Before using this trigger, ensure that your appointment scheduling pages are set up in Lawcus. Every user has two ways to open and manage their scheduling pages:
Via Settings: Go to Settings > Apps & Integrations > Appointment Scheduler.
Via Calendar: Go to the Calendar tab and click on Appointment Scheduler.
Note: Users can view and manage their own created booking pages directly; workflow builders can select and build automated workflows for any team member's page.
Configure the Trigger
When creating a workflow:
Under Step 1 – Setup Trigger Type, click the Select Trigger dropdown.
Select New Lawcus appointment scheduled.
Click Continue.
Configure the Workflow Setup
In Step 2 – Setup, you can control which Lawcus scheduling pages will fire the workflow:
Any Scheduling Page: Select
Any scheduling pageunder the Scheduling Page dropdown. This will run the workflow whenever an appointment is booked on any teammate's Lawcus scheduling page across your firm.Specific Teammate & Scheduling Page: Select a specific
Teammateto view their scheduling pages, then select their specificScheduling Page(e.g., "Initial Consultation"). The workflow will then execute only when a client books through that exact page.
Add Entry Rules
If you need to filter which appointments trigger the workflow, expand the optional Entry Rules section. Entry Rules act as smart filters, allowing you to set conditions based on invitee details, specific appointment question responses, or booking values before any automated actions take place.
For help configuring these filters, check out our Entry Rules article.
Select Actions
After setting up your trigger and entry rules, click Continue to configure your automated actions. You can pick any action from the available list to fit your workflow needs, such as:
Searching for existing contacts or leads to prevent duplicate records.
Creating new Contact or Lead records automatically using the booking details.
Updating existing Lead or Matter records as soon as the appointment is confirmed.
Assigning prep tasks or sending confirmation notifications to your team.
Summary
The New Lawcus Appointment Scheduled trigger automates your client intake right from your Lawcus scheduler. Whether you monitor Any scheduling page or target a specific teammate's booking page, connecting your appointment pages to automated actions ensures instant follow-up and accurate recordkeeping every time a client schedules time with your firm.