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Chat Agents
Chat Agents
1. Choose trigger event
Lawcus
Lawcus
2. Choose action
1. Select the event
Setup
Test
Chat Agents
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Chat Lead Updates" from Chat Agents.
Add your action
An action happens after the trigger—such as "User Activated Workflow" in Lawcus.
You’re connected!
Zapier seamlessly connects Chat Agents and Lawcus, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Create a new record or update an existing record in your app.
Contact
Required
Comment
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Timekeeper
Matter/Lead
Date
Required
Rate
Required
Quantity
Required
Discount
Activity Category
Public Note
Private Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Required
Last Name
Required
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
Stage
Required
Practice Area
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company name
Required
Phone
Email
Lead Source
Referred by
Street
City
State/Province
Zip/Postal code
Country
Description
Stage
Required
Practice Area
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Matter
Required
Due Date
Assign Member
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company
First Name
Required
Last Name
Required
Title
Website
Email
Email Type
Phone Number
Phone Type
Street
City
State
Zip/Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Name
Title
Website
Phone
Phone Type
Email
Email Type
Street
City
State
Zip/Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Pipeline
Stage
Practice
Client
Name
Description
Open Date
Due Date
Close Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
id
Required
Name
Description
Due Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Matter
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Workflow
Required
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Chat Agents and Lawcus with AI agents and code
Beyond Zap workflows. Call Chat Agents and Lawcus actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Chat Agents and Lawcus actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
User Activated Workflow
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Chat Agents and Lawcus to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Chat Agents to Lawcus integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.