Hivelight + Realaml

Create Hivelight matters when new Realaml forms are submitted

When a new Realaml form is submitted (e.g. an intake form), a corresponding matter will be created in Hivelight automatically.

When this happens...
Form SubmittedTriggers when a Realaml form is submitted.
TriggerInstant
automatically do this!
Create MatterCreates a new matter in Hivelight
ActionWrite

Discover other triggers and actions you can use with Realaml and Hivelight

Form Submitted
Triggers when a Realaml form is submitted.
Trigger
Instant
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Verification Completed
Triggers when a Realaml verification is completed.
Trigger
Instant
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- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Type
  Required
- Country Code
- Date of Birth
- Reference
- Notes
Action
Write
- Event
Trigger
Instant
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- Event
Trigger
Instant
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Risk Rating Completed
Triggers when a Realaml risk rating is completed.
Trigger
Instant
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- Form
  Required
- Phone
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Reference
- Notes
- Verification Type
Action
Write
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
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- Matter ID
  Required
- Task List ID
  Required
- Start Date
- Milestone ID
Action
Write
- Matter Name
  Required
- Matter description
- Tag Label
- Tag Value
- Jurisdictions
- Matter Types
- Matter Owner
- Matter Lead
- Business Administration 1
- Advocate 1
- Consultant 1
- Senior Lawyer
- Junior Lawyer
- Paralegal
- Senior Administrative Role
- Junior Administrative Role
- Workflow ID
- Start Date
- External Reference Source
- External Reference ID
Action
Write
- Matter ID
  Required
- Task ID
  Required
- Task Note
  Required
Action
Write
- Task ID
  Required
Action
Write
- Matter ID
  Required
Action
Write
- Matter ID
- Matter Name
- Matter Owner
- Matter Lead
- Business Administration
- Advocate
- Consultant
- Legal Roles (Senior Lawyers)
- Legal Roles (Junior Lawyers)
- Legal Roles (law Clerk/Paralegals)
- Administrative Roles
- Administrative Roles
- Jurisdictions
Action
Write
- Task ID
  Required
- Task Status
Action
Write
- No Input Required
Action
Search
- Matter ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Workflow ID
  Required
Action
Search

About Hivelight

Hivelight is a team collaboration tool to help you manage tasks, optimize your processes, and track the progress of your matters and projects.

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About Realaml

Realaml is a PAYG customer verification, onboarding and fraud prevention platform.

Related categories