About this integration
Legal practice CRM for matters, contacts, appointments, and client intake.
There are 5 triggers, 13 search modules and 11 actions available. The integration connects via oauth authentication.
How to connect
The credential form asks for Client ID and Client Secret.
Prefer the interactive builder form? Open it on the app page.
Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.
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: |
Client SecretRequired | password | — |
Use it in workflow automation
Start with Watch Appointments, then add Cancel an Appointment.
The canvas below runs Watch Appointments into Cancel an Appointment — watch the video, then drop a node onto the canvas.
Select the Watch Contacts trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Delete a Contact as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 16 ready-made modules for support work — each run logs its inputs and outputs for debugging.
Lawmatics workflow on the canvas: Watch Contacts then Delete a Contact
Triggers, searches and actions
Open any Lawmatics trigger, search, or action to see its inputs and outputs — 5 triggers, 13 searchs, 11 actions.
Triggers
Use one of 5 triggers to kick off a workflow as soon as an event occurs in the app.
- Watch Appointments
- Watch Contacts
- Watch Custom Form Submissions
- Watch Matters
- Watch Notes
Searches
This integration includes 13 search modules for looking data up mid-run.
- Find a Contact
- Find a Contact by Email
- Find a Contact by Phone
- Find a Matter by Email
- Find a Matter by Name
Actions
Take action during a run with 11 available modules that write data back into the app.
- Cancel an Appointment
- Create a Contact
- Create a Matter
- Create a Note
- Delete a Contact
Explore the fields available for each Lawmatics trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Description | text |
Time Zone | time |
Start Date | date |
End Date | date |
All Day | boolean |
Reminder Type | text |
Reminder Delay Length | text |
Reminder Sent | boolean |
Location | object |
Relationships | object |
Eventable | object |
Users | object |
Event Type | object |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Body | array |
Created at | date |
Updated at | date |
Relationships | object |
Custom Form | object |
Contactable | object |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Body | text |
Created at | date |
Updated at | date |
Relationships | object |
Notable | object |
Searches
| Field | Type |
|---|---|
Contact Name (or Name Surname)Required | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
EmailRequired |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
PhoneRequired | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
EmailRequired |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
Contact Name (or Name Surname)Required | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
PhoneRequired | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
Matter / Prospect IDRequired | choice |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
Appointment IDRequired | choice |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Description | text |
Time Zone | time |
Start Date | date |
End Date | date |
All Day | boolean |
Reminder Type | text |
Reminder Delay Length | text |
Reminder Sent | boolean |
Location | object |
Relationships | object |
Eventable | object |
Users | object |
Event Type | object |
| Field | Type |
|---|---|
Note IDRequired | choice |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Body | text |
Created at | date |
Updated at | date |
Relationships | object |
Notable | object |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Description | text |
Time Zone | time |
Start Date | date |
End Date | date |
All Day | boolean |
Reminder Type | text |
Reminder Delay Length | text |
Reminder Sent | boolean |
Location | object |
Relationships | object |
Eventable | object |
Users | object |
Event Type | object |
| Field | Type |
|---|---|
Sort Order | choice |
Sort By | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | text |
Created at | date |
Updated at | date |
Relationships | object |
| Field | Type |
|---|---|
Sort Order | choice |
Sort By | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | text |
Created at | date |
Updated at | date |
Relationships | object |
Actions
| Field | Type |
|---|---|
Appointment IDRequired | choice |
Notify AttendeesRequired | boolean |
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
Email | |
Phone | text |
Notes | array |
Custom Fields | array |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
Email | |
Phone | text |
Practice Area ID | choice |
Sub Status ID | number |
Notes | array |
Custom Fields | array |
Tags | array |
Tag | text |
Assigned Staff IDs | array |
Staff ID | choice |
Case Title | text |
Case Blurb | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
Note NameRequired | text |
Note BodyRequired | text |
Notable TypeRequired | choice |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Body | text |
Created at | date |
Updated at | date |
Relationships | object |
Notable | object |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
Matter / Prospect IDRequired | choice |
| Field | Type |
|---|---|
Note IDRequired | choice |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Contact IDRequired | choice |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Notes | array |
Custom Fields | array |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
Matter / Prospect IDRequired | choice |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Practice Area ID | choice |
Sub Status ID | number |
Notes | array |
Custom Fields | array |
Tags | array |
Tag | text |
Assigned Staff IDs | array |
Staff ID | choice |
Case Title | text |
Case Blurb | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Custom Fields | array |
Relationships | object |
| Field | Type |
|---|---|
Note IDRequired | choice |
Note Name | text |
Note Body | text |
| Field | Type |
|---|---|
ID | text |
Type | text |
Attributes | object |
Name | text |
Body | text |
Created at | date |
Updated at | date |
Relationships | object |
Notable | object |



