Automation Entry Conditions/Triggers
Each automation that you build in Lawmatics will be triggered by one or several entry conditions, AKA triggers. This article will go through each automation trigger in detail.
It is important to note that triggers can be mixed and matched as desired. For example, you can create a trigger from filling out a form AND whether they have opened a specific email. You can also choose to give your triggers an AND or OR relationship. Learn more about setting multiple entry conditions here.
Begin by going to marketing > automations, then create a new automation. You will then click on the Entry Conditions box, and select Add Entry Condition, highlighted below. You will then see all of the options for entry conditions on the right sidebar menu.
Match all Matters
This entry condition will not be commonly used, and we suggest taking extreme caution if using. This entry condition will trigger your automation on all matters in your CRM.
Custom Email Activity
Custom email appointment triggers in automations are one of the most critical pieces when it comes to email marketing and automation. This trigger allows you fire an automation based on whether a specific email has been opened or clicked on (assuming there is a clickable link in the email).
- Select the email that you would like to base this automation trigger on.
- Select whether you want the automation to trigger on the specific email being opened or clicked on by the recipient. Note: only emails with active links in the email will ever be clickable.
Filled a Form
This trigger allows you to select a specific form that, when submitted, will automatically trigger the automation. If you wish to trigger an automation on one form OR another, this can accomplished by setting multiple entry conditions with an OR relationship.
By default, Lawmatics automations only run once, meaning that if the condition is met multiple times the automation will only run the first time the condition is met. The Filled a Form entry condition, however, gives you the option to have the automation only run once (like normal) OR to have the automation run every time the selected form is filled out.
If the latter is selected, then any given matter will run through the automation each and every time they submit the selected form.
Requested Files
Lawmatics file requests are a very valuable tool, allowing you to easily send out templated filed requests to your pncs, giving them a great and easy experience to upload the files you need. We also allow you to create automations triggers based on the status of a particular File Request.
- Select the File Request template that you would like to base this automation trigger on
- Select whether you want the status of the File Requested to be (IS) or not to be (IS NOT)
- Here is where you select what status you are looking for. There are 3 status options. Pending - meaning that the File Request has been sent but no files have been submitted. Submitted - meaning that some files have been submitted but not all the requested files. Completed - meaning that all requested files have been uploaded
Signed a Document
Lawmatics allows you to create an automation trigger based off of the signing of any particular e-signature document. A great example of this would be if you have sent a fee agreement to a new client for signature. You could then build an automation that would only trigger once all parties have signed that fee agreement.
You will need to select one particular document as the trigger, or use multiple entry conditions to create an OR relationship with multiple documents.
Appointment Created
Use this entry condition to trigger an automation when an appointment is booked with any of your users on your Lawmatics calendar. When this trigger is selected, the automation will change from trigger-based to appointment-based.
This is very important because appointment-based automations allow you to create time relative automations based on the date and time of your appointment. For example, you can trigger an automation "one day before" or "two hours after" the appointment.
Click here to learn all about appointment automations.
Invoice Paid
You will only see this entry condition available if you have a LawPay integration connected. This entry condition allows you to trigger an automation when an invoice has been paid.
Task Activity
In addition to assigning tasks with an automated action, you can also trigger an automation when a particular type of task is either created or completed.
This is accomplished with task tags, as shown in the image above. Learn all about that here.
Match on Fields
The match on fields trigger is one of the most powerful triggers. It allows you create a trigger based on the value of any fields in your CRM database.
First select the target field. It is common to use fields like practice area, pipeline stage (stage), status, etc with this trigger. You will then select which condition would like evaluated and then the value you are seeking a match on. The condition options will change depending on the type of the field that you select as your target. For example, a list type field will have equals or not equals as condition options whereas a number field will have greater than, less than and other similar condition options.
The add condition button allows you add multiple conditions to the matching trigger, as shown in the image above. You can also give these conditions either an AND or OR condition. In the image above, you will see that they have an AND relationship. To change to OR, simply click on the word AND, and it will switch to OR.
When using the match on fields trigger option you will see the option to set advanced conditional logic in your automations. Click the button use Advanced Filter Logic, then use parentheses to designate which conditions should stick together in the OR option.
