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Automation & Workflows
Automation & Workflows
Devanshi Kackar avatarManinder Kaur avatar
2 authors30 articles
Can task tags be assigned when adding a task through a workflow?
Creating Recurring Tasks through Workflows
Is there a way to stop a lead from progressing in a workflow?
How to automate lead movement from one stage to another?
How to Add a Custom Email Address in the Recipient Field for Email Automation?
Is it possible to use automation to convert a lead to a matter?
Optimizing Workflow Exit Rules for Seamless Process.
Can I use matter name in automated emails instead of client name?
Can the automated SMS sent to clients have a clickable button that has a URL?
Will future emails on an assigned workflow still go out for a closed matter?
Can I bulk-email leads filtered based on practice area and tags?
Can I set up a Zap which pulls data from custom fields in a lead?
Can I send automated emails with matter custom fields when a lead moves stages?
Is there a way to add invoice amounts in a document, for example, using merge fields?
Can I create merge fields for my evergreen retainer amount?
Can I use automation to send a client an appointment scheduling SMS/email?
How to create an email signature with icons that has links?
If I use automation for sending emails, will it automatically use the email account integrated with Lawcus?
How to add a description to the intake form?
Can I use the merge field to include related contact name in a workflow?
Which email address is used by a workflow to send out automated emails?
How does SMS text work in workflow?
When creating a task via workflow, what does the Name field correspond to within tasks?
Is there a way to test automation?
Can I use LawPay payment as a trigger for workflow automation?
Can I automate the inclusion of date and time in an SMS through a workflow?
Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?
How do I include a link to the scheduler in a workflow automation?
How can I request related contact addresses in document automation?
How do I trigger a workflow based on the completion of a specific task?