Setting up Payment Received as a trigger in Lawcus empowers you to automate tasks associated with incoming payments, helping you stay on top of your financial transactions seamlessly. The workflow will trigger if any payment is made on the invoice, whether through online payment integrations like Lawpay/Confido Legal or if the payment is manually added to the invoice.
Steps to Setup Automations based on Payment Received Trigger
Let's understand this with an example where we will convert a lead to a matter based on the payment received on the invoice.
Navigate to the
Automationmenu located on the left side and selectWorkflows.Click the
+ Add Workflowbutton to create a new workflow.Provide a
Workflow Nameand theWorkflow Description.Choose the
Trigger TypeasNew Payment is Received, and clickContinue.
In the next action, choose
Convert to Matterand clickNext.Complete the
Setupby mapping the following:Lead ID,Pipeline, andStage. The pipeline and stage will be the matter details where the lead will move after it's converted.
For the
Lead ID, use theLead IDtab to manually select the value. Otherwise, click onCustomand select values from thePayment Received triggerto capture dynamic values.You have to add the
Matter Pipelinemanually under theMatter Pipeline tab. Note that theMatter Stageis to be selected manually as well. However, you can only select the Matter Stage when Matter Pipeline is selected.Once the workflow is set up, click
Saveto complete it.