Lawmatics integration with Woodpecker
How to Populate Woodpecker documents with new Lawmatics submissions and send them via Microsoft Outlook emails
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Populate Woodpecker documents with new Lawmatics submissions and send them via Microsoft Outlook emails" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Lawmatics integrations
Lawmatics actions
Nekton can use any feature that is available in Lawmatics API.
Using our advanced AI, you can easily create custom automations for Lawmatics.
Here are some typical actions you can do in your automated workflows.
Create Appointment
Create a new Appointment.
Submit Custom Form Entry
Fill out a Custom Form with values.
Update Contact
Update an existing Contact with values.
Find Contact
Find Contact by email, name or phone
Get Matter
Find a Matter by ID.
Create Contact
Create a new Contact from values.
About Lawmatics
Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.