Law Firm Client Intake CRM
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Creates an Attachment on a parent object. See the documentation
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 Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})