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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Case Attachment Created" from Lexamica.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects Lexamica and Paths by Zapier, 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.

Case Attachment Created
Triggers when a new attachment is created for a case.
Trigger
Instant
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Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Trigger
Instant
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- UpdateTypes
Trigger
Instant
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Referral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Trigger
Instant
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Relay Match Found
Triggers when a relay match is found for a referral.
Trigger
Instant
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- Referral to Update
  Required
- Filename
  Required
- File
  Required
Action
Write
- Law Firm ID
  Required
Action
Write

- Referral to Update
  Required
- Reason for Update
  Required
Action
Write
- Referral to Update
  Required
- Response
- Suppress Errors
Action
Write
- Referral to Update
  Required
- Change Stage
- Update Message
- Suppress Errors
Action
Write
- Message
- Referral to Update
  Required
Action
Write
- NoMetadataCopy
- Case ID
  Required
- Law Firm Role
  Required
- Include Raw Data
Action
Search
- NoMetadataCopy
- Referral to Update
  Required
- Add Most Recent Invitation
- Include Raw Data
Action
Search
Conditionally run...
Creates a new branch.
Action
Write

Law Firm List
Lists the Law Firms.
Trigger
Polling
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Referral Sent
Triggers when my law firm sends a new referral.
Trigger
Instant
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Referral Received
Triggers when a new referral is received by my law firm.
Trigger
Instant
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Referral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Trigger
Instant
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Relay Match Not Found
Triggers when a relay match is not found for a referral.
Trigger
Instant
Try It
Convert to Existing Case
This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.
Action
Write
- Message
- Recipient
- Salutation
- First Name
- Last Name
- ClientContact Copy
- Email
- Phone Number
- Client Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Incident Copy
- Date
- Synopsis
- Incident Address Copy
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Fee Unit
- Fee Value
- Integration Platform
- Integration ID
- Suppress Errors
Action
Write
- Message
- Referral to Update
  Required
- Recipient Law Firm
  Required
- Expires
Action
Write
- Referral to Update
  Required
- Is there a fee associated with this case?
- Suppress Errors
Action
Write
- Referral to Update
  Required
Action
Write
- NoMetadataCopy
- Attachment ID
  Required
Action
Search
- Name
  Required
- Has MFSA
Action
Search
- Firm Name Pattern
- Case Type Pattern
- Incident State Pattern
- Start
- End
Action
Search
- Color
- Emoji
- Rules
  Required
Action
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Lexamica and Paths by Zapier 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.

Learn how to automate Paths by Zapier on the Zapier blog

Make work flow with AI

Level up your Lexamica to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Lexamica

Lexamica is the first platform dedicated to legal referrals.

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Related categories

Communication

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

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