Law Firm Client Intake CRM
Emit new events each time a row or rows are added to the bottom of a spreadsheet. To use this source with a spreadsheet in a Shared Drive, use the New Row Added (Shared Drive, Instant) source instead.
Emit new events each time a row or rows are added to the bottom of a spreadsheet in a shared drive
Emit new event each time a row or cell is updated in a spreadsheet. To use this source with a spreadsheet in a Shared Drive, use the New Updates (Shared Drive, Instant) source instead.
Emit new event each time a row or cell is updated in a spreadsheet in a shared drive
Emit new event each time a new worksheet is created in a spreadsheet. To use this source with a spreadsheet in a Shared Drive, use the New Worksheet (Shared Drive, Instant) source instead.
Lawmatics is a platform tailored for legal firms, providing tools for CRM, marketing automation, and intake management. Its API enables the automation of routine tasks, data syncing across various platforms, and personalized client interactions without manual intervention. With Pipedream's serverless execution model and its capability to connect to hundreds of apps, one can automate workflows like client data synchronization, case status updates, or even trigger custom marketing campaigns based on client interaction. The API’s ability to communicate with Pipedream allows for an efficient and programmable way to handle legal operational processes.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
lawmatics: {
type: "app",
app: "lawmatics",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.lawmatics.com/v1/users`,
headers: {
Authorization: `Bearer ${this.lawmatics.$auth.oauth_access_token}`,
},
})
},
})
The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_sheets: {
type: "app",
app: "google_sheets",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/oauth2/v1/userinfo`,
headers: {
Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
},
})
},
})