Lawcus

Zapier integration empowers Lawcus users to automate their legal workflows by connecting the platform with various other applications. By seamlessly integrating Lawcus with Zapier, legal professionals can streamline their practice, save time, and enhance overall efficiency. Follow these steps to get started with Lawcus on Zapier and unlock the full potential of automation in your legal operations.

To begin using Lawcus on Zapier, follow these steps:

To get started with Lawcus on Zapier; first, you will need to click to connect your Lawcus account to use with your Zap.

1. To get started with Lawcus on Zapier; first, you will need to click to connect your Lawcus account to use with your Zap.

&nbsp; &nbsp;2. Next, you will be asked to enter your Lawcus API key.

To locate your API Key in your Lawcus account, please follow these steps:

Login to your Lawcus team account at <a href="https://auth.lawcus.com/" rel="nofollow noopener noreferrer" target="_blank">https://auth.lawcus.com/</a>.

Click on your profile avatar in the screen's top right corner. Select "Settings" from the dropdown menu. In the Settings menu, click on "Apps &amp; Integrations."

Provide a name for your token and choose "Zapier" from the dropdown menu. Press "Enter" to save your settings.

Copy the API key that appears after saving.

- Login to your Lawcus team account at <a href="https://auth.lawcus.com/" rel="nofollow noopener noreferrer" target="_blank">https://auth.lawcus.com/</a>.
- Click on your profile avatar in the screen's top right corner. Select "Settings" from the dropdown menu. In the Settings menu, click on "Apps &amp; Integrations."
- Click on the API tokens tab.
- Provide a name for your token and choose "Zapier" from the dropdown menu. Press "Enter" to save your settings.
- Copy the API key that appears after saving.

3. Paste your key back into your Zapier account, and then <code>Continue.</code> If your API key were entered correctly, your Lawcus account would now be successfully connected.

What Lawcus Triggers and Actions are Supported?

New Matter Moved to Stage: Triggers when a matter is moved between stages within the same workflow.

New Matter: Triggers when a new matter is created.

New Person: Triggers when a new contact person is created.

New Company: Triggers when a new contact company is created.

- New Matter Moved to Stage: Triggers when a matter is moved between stages within the same workflow.
- New Matter: Triggers when a new matter is created.
- New Person: Triggers when a new contact person is created.
- New Company: Triggers when a new contact company is created.

Find Matter: Finds an existing matter.

Find Contact: Finds an existing contact.

Find Stage on a Workflow: Finds a stage on a particular workflow by name.

Find Workflow: Finds a workflow in your team by name.

- Find Matter: Finds an existing matter.
- Find Contact: Finds an existing contact.
- Find Stage on a Workflow: Finds a stage on a particular workflow by name.
- Find User: Finds a team member.
- Find Workflow: Finds a workflow in your team by name.

Create Person: Creates a new contact person.

Add Task to Matter: Creates a new task for an existing matter.

Add Note to Matter: Creates a new comment for an existing matter.

Create Company: Creates a new company.

Create Matter: Creates a new matter.

- Create Person: Creates a new contact person.
- Add Task to Matter: Creates a new task for an existing matter.
- Add Note to Matter: Creates a new comment for an existing matter.
- Create Company: Creates a new company.
- Create Matter: Creates a new matter.

With these triggers and actions, you can automate and streamline your legal practice by seamlessly integrating Lawcus with other apps and workflows. Start leveraging the power of Lawcus and Zapier to boost your productivity and efficiency in managing legal matters.