What actions can I run in Lawmatics?

24 actions are available, including "Find a Contact", "Find a Contact by Email", and "Find a Contact by Phone", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Lawmatics Integrations

Legal practice CRM for matters, contacts, appointments, and client intake. Wire Lawmatics into AI-assisted support flows — triage in, resolution out.

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Watch AppointmentsTriggers when an appointment is created.
Watch ContactsTriggers when a contact has been created or updated.
Watch Custom Form SubmissionsTriggers when a new custom form submission is added.
Watch MattersTriggers when a matter is created or updated.
Watch NotesTriggers when a note is created or updated.
Find a ContactFinds a contact by a provided name (case-sensitive).
Find a Contact by EmailFinds a contact by email address.
Find a Contact by PhoneFinds a contact by phone number.
Find a Matter by EmailFinds a matter by email address.
Find a Matter by NameFinds a prospect by a provided name (case-sensitive).
Find a Matter by PhoneFinds a matter (prospect) by phone number.
Get a ContactReturns a single contact.
Get a MatterReturns a single matter.
Get an AppointmentReturns a single appointment's details.
Get a NoteRetrieves a single note.
List AppointmentsReturns a list of appointment events from a system.
List ContactsReturns a list of contacts from a system.
List MattersReturns a list of matters from the system.
Cancel an AppointmentCancels a single appointment with the possibility to notify attendees.
Create a ContactCreates a new contact.
Create a MatterCreates a new matter or prospect.
Create a NoteCreates a new note.
Delete a ContactDeletes an existing contact by ID.
Delete a MatterDeletes a single matter by ID.
Delete a NoteDeletes a single note by ID.
Make an API CallPerforms an arbitrary authorized API call.
Update a ContactUpdates a single contact by its unique ID.
Update a MatterUpdates a matter in the system.
Update a NoteUpdates an existing note's name and content.

When to use Lawmatics

Common scenarios where Lawmatics automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Appointments" fires in Lawmatics — start multi-step automations without polling or manual checks.
Automate "Find a Contact by Email" in Lawmatics as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch Custom Form Submissions" from Lawmatics with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Lawmatics to WEXTL®

Field	Type	Help
Client IDRequired	text	You can obtain Client ID and Client Secret after creating app in Lawmatics Developer Center. Use the following Callback URL value: `the Callback URL shown in this connection form`. After saving app, you will get your Client ID and Client Secret.
Client SecretRequired	password	—

Use in workflow automation

Start from Lawmatics’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Find a Contact by Email as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 29 ready-made steps for support work, and every run records what went in and what came back.

Lawmatics workflow on the canvas: Watch Contacts then Find a Contact by Email

Frequently asked questions

Common questions about automating Lawmatics in your workflows.

Lawmatics has 5 triggers, including "Watch Appointments", "Watch Contacts", and "Watch Custom Form Submissions", and more. Use them to start workflows the moment Lawmatics events fire — no polling required.

Field

Type

Help

Client IDRequired

text

You can obtain Client ID and Client Secret after creating app in Lawmatics Developer Center. Use the following Callback URL value: the Callback URL shown in this connection form. After saving app, you will get your Client ID and Client Secret.

Client SecretRequired

password

—

Use in workflow automation

Start from Lawmatics’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Find a Contact by Email as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 29 ready-made steps for support work, and every run records what went in and what came back.

Lawmatics Integrations

When to use Lawmatics

How to connect

Use in workflow automation

Frequently asked questions

Lawmatics Integrations

When to use Lawmatics

How to connect

Connect Lawmatics to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Lawmatics to any app in workflows

Connect Lawmatics to any app in workflows

Connect Lawmatics to any app in workflows

Lawmatics Integrations

Lawmatics triggers and actions

When to use Lawmatics

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Lawmatics support?

What actions can I run in Lawmatics?

Do I need to write code to automate this?

Is the integration secure?

Lawmatics Integrations

Lawmatics triggers and actions

When to use Lawmatics

How to connect

Connect Lawmatics to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Lawmatics support?

What actions can I run in Lawmatics?

Do I need to write code to automate this?

Is the integration secure?

Connect Lawmatics to any app in workflows

Connect Lawmatics to any app in workflows

Connect Lawmatics to any app in workflows