Lexamica integration with Google Sheets
How to Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out
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 "Track Lexamica referrals by creating rows in Google Sheets when new referrals are sent out" 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 Lexamica integrations
Lexamica actions
Nekton can use any feature that is available in Lexamica API.
Using our advanced AI, you can easily create custom automations for Lexamica.
Here are some typical actions you can do in your automated workflows.
Create Referral
Creates a new referral in my law firm.
Create Referral Draft
Creates a new referral draft in my law firm. The referral will need to be sent on the Lexamica platform.
Create Referral Update
Creates a new referral update for a case belonging to my law firm.
Change Referral Details
Updates case details for a referral my law firm has accepted.
Resolve a Case
Close a case and generate a recovery report.
Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
About Lexamica
Lexamica is the first platform dedicated to legal referrals.