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Lawmatics + monday.com

Lawmatics + monday.com

Lawmatics + monday.com integrations

Create items in monday.com from new Lawmatics forms to streamline workflow

Effortlessly organize new client information when a form is filled out in Lawmatics with this seamless workflow. Once set up, it creates a new item in your desired monday.com board, ensuring you never miss any important details. Enhance team productivity and keep track of potential client data with this easy-to-use automation.

When this happens...
Filled Out a FormTriggers when a Custom Form Entry is submitted.
TriggerPolling
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Lawmatics and monday.com

Discover other triggers and actions you can use with Lawmatics and monday.com

Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Polling
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Polling
Try It
- Event Name
  Required
- All Day
  Required
- Start Date
  Required
- End Date
  Required
- Attendee Type
  Required
- Attendee ID
  Required
- Description
  Required
- Reminder period
- Reminder unit
Action
Write

- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First Name
  Required
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write

- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
Try It
- Custom Form
  Required
Trigger
Polling
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Polling
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom Form
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

About Lawmatics

Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.

Learn moreLearn moreHelpHelp

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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Project Management

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Create new items in monday.com when new notes are created in Lawmatics