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.
Steps to begin using Lawcus on Zapier
You need to log in to Zapier first.
Once logged in, click on
Apps.
Search Lawcus in the
Search Bar, and verify Lawcus' name and logo and click on theConnectbutton.Next, you will be asked to enter your Lawcus
API key.Get the API keys by following the steps mentioned below and enter the
API keyin the box and click onYes, Continuebutton.
That is all! If the right key has been entered, your account will be connected.
How to locate your API Key in your Lawcus Account
To locate the API key in your Lawcus account, please follow the steps outlined below:
Login to your Lawcus team account at https://auth.lawcus.com/.
Click on your
Profile Avatarin the screen's top right corner. Select "Settings" from the dropdown menu. In the Settings menu, click on "Apps & Integrations."Click on the API tokens tab.
Provide a name for your token and choose "
Zapier" from the dropdown menu. Press "Add" to save your settings.Copy the API key that appears after saving.
What Lawcus Triggers and Actions are Supported?
Supported Triggers
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.
Supported Searches
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.
Supported Actions
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.
FAQ Section
FAQ1: Should we be using the "Lawcus" or the "Lawcus 1.17.1" on Zapier?
Answer: Please use Lawcus. It has been updated lately.
FAQ2: If I want to create a lead in Zapier, do I select "create person" or "create matter" as the action?
Answer: To create a lead in Zapier, you can find the Create Lead action in our app.
FAQ3: What does 'token name' stand for in Zapier integration?
Answer: The term 'token name' signifies the unique name assigned to the API key used for accessing Lawcus within the Zapier integration.
FAQ4: Are custom fields supported in the 'Search Contact' result in Zapier?
Answer: Currently, this functionality is unavailable and not supported.
FAQ5: Can I change the American date format that appears when linking date custom fields in Zapier?
Answer: Indeed, it is possible. You can take a look at this page for more details.
FAQ6: Can I set up a Zap which pulls data from custom fields in a lead?
Answer: We don't have this functionality currently. We have this on our future roadmap and are actively working on bringing this feature to Lawcus.