Connect Calendly to Lawmatics via Zapier
Objective
1. When an appointment is created in Calendly for a new prospect (not yet existing in Lawmatics), a new PNC will be created in Lawmatics and the appointment is added to that PNC in Lawmatics
**You will need a "Professional Plan" in Zapier for this Zap to work.
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1. Create your Trigger in Zapier
2. Filter your Zap if you have multiple appointment types
3. Format your Zap to assign the appropriate appointment Host
- On the right, enter that user's ID from Lawmatics. To access the user's ID, go to your settings page in Lawmatics, select "Manage Users", click the edit pencil next to one of your users, and then grab the ID number from the URL (see picture below).
4. Find Matter in Lawmatics
- Test and continue
5. Split up your Zap using "Paths"
Path A
- Contact Attendee Type is Matter
- Test and continue
Path B
- Under "Only continue if..." select "Finder Matter" and "ID"
- Select Lawmatics as your next action with the Action Event "Create Appointment"
- Set up your appointment action
- Test and continue This Zap is now ready to turn on.
- The app is Calendly
- Choose the appropriate Calendly account
- Test your trigger and continue
- Select action "Filter by Zapier" and continue
- Filter the Zap using the "EventType Name" from Calendly -> "(Text) Contains" -> Type in the appointment name exactly as it appears in Calendly
- Select the Action "Formatter by Zapier" and the Action Event "Utilities"
- Select "Lookup Table" under Transform
- Test action and continue
- Select the Lawmatics app and the "Find Matter" action event
- Select your Lawmatics account
- Search Type = Search by Email Address -> Value = Invitee Email from Calendly -> Should this step be considered a "success" when nothing is found? = True
- Select "Paths" as your action
- Start with Path A and give it a name. This path will be used for matters that do not currently exist in Lawmatics.
- Under "Only continue if..." select "Find Matter" and "ID"
- Select Lawmatics as your next action and the action event is "Create Matter"
- Choose your Lawmatics account
- Add the Calendly fields you would like to use to create your matter in Lawmatics
- Select Lawmatics as your next action with the Action Event "Create Appointment"
- Set up your appointment action
- Select what Calendly field you would like to pull into the appointment description
- Name this path. This will be used for matters that already exist in Lawmatics
- Select what Calendly field you would like to pull into the appointment description