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Lawcus Zapier integrationAutomate Lawcus with Zapier.

Lawcus Zapier integration: 18 triggers, 20 actions, 8 searches. Lawcus runs matters, leads and billing for law firms, and every one of its triggers is instant. Here is what each operation does, what it costs, how to connect and what breaks.

See the 46 operations

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Overview

What the Lawcus Zapier integration does for a law practice

Lawcus is practice management software for lawyers: matters, leads, contacts, tasks, time and invoices in one place. The Lawcus Zapier integration lets those records start a Zap, the automation you build on Zapier (one trigger, then one or more actions), and lets a Zap write back into Lawcus. All 18 triggers are instant, which changes the maths on the free plan.

Three results worth building. Intake that sets up the work: Lead Converted to Matter starts a Zap and Add Task to Matter puts the first to-do on the new file. Leads that arrive from elsewhere: a form or another app feeds Create Lead (Person) or Create Lead (Company), with Find Lead in front to avoid adding someone twice, which makes it a multi-step Zap on a paid plan. Billing that leaves Lawcus: New Invoice Generated or Invoice State Changed passes each invoice, or its new status, to the tool that tracks payments.

What Zapier does not do here: there is no delete action, so nothing gets removed from Lawcus through a Zap. A Zap also never reaches records created before it was switched on. And Lawcus fields often expect an identifier (Matter Id, Lead id, Id) rather than a name, which is why the searches matter so much.

Comparing tools for the same job? See our n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier vocabulary in one minute

Seven words, and the 46 notes below read without a dictionary.

Zap
The automation you build on Zapier. One trigger starts it, then one or more actions run every time that trigger fires.
Trigger
The event that starts a Zap, like a new matter or a lead moving stage in Lawcus. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, in Lawcus or elsewhere.
Task
The unit Zapier bills: one action that completed successfully. Not to be confused with a task inside Lawcus.
Instant vs polling
Instant: the app tells Zapier the moment the event happens. Polling: Zapier asks on a timer. Every Lawcus trigger is instant.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Search step
A step that looks up a record that already exists, so later steps can use it, typically its identifier.
Cost

What it really costs

A Lawcus trigger never costs a task. Only an action that completes successfully is billed, and in a Zap with several actions each one counts on its own.

  • Any Lawcus triggerNo task, instant on every plan
  • Each successful actionCounted as a task
  • Free plan100 tasks a month, two-step Zaps
  • Search or filter in the ZapMulti-step, paid plan
  • Premium appNo

An action that fails is not counted, and a few apps and actions take more than one task. The free plan gives 100 tasks a month and two-step Zaps only. A filter, a search or a second action makes the Zap multi-step, which needs a paid plan, so a Find Matter in front of Add Note to Matter already rules out the free plan. Lawcus is not a premium app. Every Lawcus trigger is instant, so the interval grid below does not apply to any of them.

Connect

Connect your Lawcus account in three steps

  1. 01

    Open the Apps page

    Sign in to Zapier and open the Apps page of your account. Connections live there: an account linked to Zapier once, then reused by every Zap. You need an existing Lawcus account to go further.

  2. 02

    Add Lawcus

    Click + Add connection, type Lawcus in the search box of the dialog and pick it. Then click Add connection to open the Lawcus sign-in page in a new tab.

  3. 03

    Sign in and grant access

    Sign in to Lawcus in that tab and grant Zapier access. If the Zap will touch matters, leads or contacts you do not own, check first that your account can read and write them.

First Zap

Your first Zap: a task when a matter changes stage

GoalAdd a task to a Lawcus matter each time it moves to the stage you choose.

  1. 01

    Start from Matter Moved to Stage

    Create a Zap, pick Lawcus as the app that starts it and Matter Moved to Stage as the event, then select your Lawcus connection.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent matter moves of the account, so you map the next steps on a real matter.

  3. 03

    Add the filter

    Use the plus icon under the trigger and add a Filter on the stage field: a text rule, then the stage name. A number rule on a text field never passes.

  4. 04

    Add the task

    Add Add Task to Matter. Map Matter from the trigger and type the task Name; both are required. Then test the step once and read what came back.

  5. 05

    Publish

    Publish the Zap to switch it on. It reacts to stage moves made from then on. With a filter, it is a multi-step Zap and needs a paid plan.

Triggers

The 18 Lawcus triggers

18 events start a Zap when something happens in Lawcus, and 18 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Invoice State Changed

Instant trigger

In Zapier“Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.”

Each time an invoice changes status in Lawcus, for instance from draft to approved or from sent to paid, your Zap starts with that invoice and its new state.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when billing progress should show up elsewhere, like marking a payment received in the tool that follows cash.
Watch out
it fires on every status change, so add a filter on the new state if only one of them matters.
2

Lead Moved to Stage

Instant trigger

In Zapier“Triggered when a lead is advanced to a new stage in the intake pipeline. Helps automate lead nurturing steps, internal alerts, and CRM status updates for better conversion tracking.”

A lead advancing to another stage of your intake pipeline starts the Zap, carrying the lead and the stage it reached.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
for an internal alert or a follow-up step tied to a precise point in intake.
Watch out
pairing it with Update Lead on the same lead can move it again and start the Zap in a loop.
3

Lead Not Hired

Instant trigger

In Zapier“Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.”

Marking a lead as not hired starts this Zap, so a lost opportunity does not simply vanish from view.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to log lost leads in a report, or to start a follow-up sequence in another tool for people who went elsewhere.
Watch out
only the not-hired outcome counts here; a lead that gets converted fires Lead Converted to Matter instead.
4

Matter Moved to Stage

Instant trigger

In Zapier“Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.”

When a matter passes from one stage to another inside its workflow, this trigger hands the matter and its new stage to your Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to delegate the next piece of work, update another system, or tell the people involved that the file has progressed.
Watch out
it covers moves within the same workflow; filter on the stage name to react to one step only.
5

Matter Closed

Instant trigger

In Zapier“Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.”

Closing a matter in Lawcus starts the Zap with that matter's details, at the moment the file is done.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
for what comes after a case: archiving documents, preparing a final invoice in another tool, or sending the client a follow-up.
Watch out
it fires on closing only; a matter moving between stages starts Matter Moved to Stage instead.
6

New Communication

Instant trigger

In Zapier“Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.”

Any communication logged in Lawcus, whether an email, a call or a message, starts the Zap with its content and context.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to keep a team channel or another CRM aware of the latest exchange with a client without anyone copying it over.
Watch out
a Zap that answers with Create Communication on the same matter logs a new entry and starts itself again.
7

New Company Created

Instant trigger

In Zapier“Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.”

Adding an organisation as a contact in Lawcus starts the Zap with that company record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when a corporate client is onboarded and its record should exist in your accounting or mailing tool as well.
Watch out
a Zap built on this trigger that also uses Create Company would duplicate companies on each run.
8

New Calendar Entry

Instant trigger

In Zapier“Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.”

A new event in the Lawcus calendar starts the Zap, with its title and dates available to the following steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to mirror schedules in another calendar or to send reminders about a court date or a meeting through another channel.
Watch out
it reacts to new entries only, so set it up before the events you care about are created.
9

New Expense

Instant trigger

In Zapier“Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.”

Logging an expense in Lawcus starts your Zap with that expense line.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to push disbursements to accounting software, or to send them to whoever approves costs before they are billed.
Watch out
the reverse direction exists too, with Create Expense Entry, so keep the two in separate Zaps to avoid a loop.
10

New Flat Fee

Instant trigger

In Zapier“Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.”

A flat fee entry created on a matter starts the Zap, so fixed-price work becomes visible beyond Lawcus.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when your billing or reporting tool needs to know about fixed fees as they are agreed, matter by matter.
Watch out
it fires on new entries only, so fees created before the Zap was published are never sent.
11

New Invoice Generated

Instant trigger

In Zapier“Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.”

As soon as Lawcus issues an invoice, this trigger starts your Zap with it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to record the invoice in your finance tracking, or to notify the client through another tool.
Watch out
it marks the birth of an invoice; to follow what happens to it afterwards, sent or paid, use Invoice State Changed in a second Zap.
12

New Lead Created

Instant trigger

In Zapier“Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.”

A prospective client added to Lawcus starts the Zap right after the lead is saved.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to reply quickly, alert the person who handles intake, or copy the lead into the tool that runs your outreach.
Watch out
a Zap that starts here and then calls Create Lead (Person) or Create Lead (Company) feeds itself and keeps adding leads.
13

Lead Converted to Matter

Instant trigger

In Zapier“Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.”

When a lead becomes an active matter, the Zap starts with the conversion, which is the moment real work begins.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to set up the new file: first tasks, records in other systems, or the people assigned to the case.
Watch out
it only covers conversions; to react to every new matter, whatever its origin, look at New Matter Created.
14

New Matter Created

Instant trigger

In Zapier“Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.”

Opening a new legal matter in Lawcus starts this Zap with the matter record.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to run intake steps, assign the team or create the matching folder or project in another tool the firm uses.
Watch out
do not add Create Matter to a Zap built on it, or each new matter opens yet another one.
15

New Person Created

Instant trigger

In Zapier“Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.”

Adding an individual contact to Lawcus starts the Zap with that person's details.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to keep another CRM or mailing list in step, or to send a first introductory message to a new client.
Watch out
it concerns people; organisations go through New Company Created, so a Zap watching only this one misses them.
16

New Task

Instant trigger

In Zapier“Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.”

A task created inside a matter or a project starts your Zap with that task.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to notify the assignee somewhere they actually look, or to copy the task into a project tool.
Watch out
a Zap that answers with Add Task to Matter creates a task, which starts the Zap again; keep these in separate Zaps.
17

Task Completed

Instant trigger

In Zapier“Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.”

When a task's status switches to completed, the Zap starts with that task.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to update a progress report, tell the people involved, or queue the next step of the file.
Watch out
Update Task can mark a task as completed; a Zap built on this trigger that updates the same task can set itself off again.
18

New Time Entry

Instant trigger

In Zapier“Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.”

Every time entry recorded in Lawcus starts the Zap with the hours logged.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to sync time with a billing tool or to follow how much is logged across matters, as it is logged.
Watch out
keep it apart from Create Time Entry; a Zap holding both turns each entry into another one.
Actions

The 20 Lawcus actions

Lawcus gives you 20 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

User Activated Workflow

Action

In Zapier“Initiates the activation of a user activated workflow as part of an automated workflow process.”

Switches on one of your user-activated workflows in Lawcus for a given matter, from inside a Zap.

When to use it
when an event elsewhere should launch a sequence you already built in Lawcus.
Watch out
it needs both a Workflow Id and a Matter Id; the matter can come from a matter trigger or from Find Matter.
2

Create Communication

Action

In Zapier“Generates a new communication entry, such as an email, phone call, or internal message.”

Logs a communication on a matter: an email, a call or an internal message, with date, subject, body and type.

When to use it
to keep exchanges that happen outside Lawcus on the file where they belong.
Watch out
five fields are required, Matter Id included, so a matter lookup usually comes first.
3

Create Company

Action

In Zapier“Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.”

Adds an organisation as a contact in Lawcus, ready to be linked to matters or leads.

When to use it
when a corporate client first appears in another tool, such as a form or a CRM.
Watch out
only Name is required; place Find Contact before it to check whether the company is already in Lawcus.
4

Add Note to Contact

Action

In Zapier“Adds a new note to an existing contact profile, enhancing client relationship documentation.”

Writes a note on an existing contact's profile.

When to use it
to keep relationship history in Lawcus, like the gist of a call logged in another tool or a form answer.
Watch out
both Contact and Comment are required, and the contact has to exist; Find Contact can supply it.
5

Create Event

Action

In Zapier“Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.”

Puts a new event in the Lawcus calendar, with a title, a start date and an end date, all three required.

When to use it
for appointments booked elsewhere, court dates, or deadlines that should sit next to the matter work.
Watch out
map both dates, start and end, since each one is required.
6

Create Expense Entry

Action

In Zapier“Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.”

Records an expense line in Lawcus with its date, rate and quantity.

When to use it
to log reimbursable costs or disbursements captured in another tool.
Watch out
Date, Rate and Quantity are all required, so the app feeding the Zap has to supply each of them.
7

Create Flat Fee

Action

In Zapier“Creates a flat fee billing entry associated with a specific legal matter.”

Adds a flat fee billing entry to a matter or a lead, with an amount and a date.

When to use it
when a fixed price agreed outside Lawcus should be billed inside it.
Watch out
Matter/Lead, Amount and Date are all required; the matter or lead has to exist already.
8

Create Lead (Person)

Action

In Zapier“Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.”

Starts intake for an individual prospect by creating a lead with first name, last name and a Stage.

When to use it
when inquiries come in from a website form or another app and should land in the Lawcus pipeline.
Watch out
Stage takes a name rather than a choice from a list. If no stage carries that exact name, Lawcus creates one, typos included.
9

Add Note to Lead

Action

In Zapier“Adds a new note to a lead record, supporting enhanced lead tracking and context.”

Attaches a note to a lead record, for context while the lead is still in intake.

When to use it
to record what a prospect said in a form, a chat or an email handled outside Lawcus.
Watch out
the lead id is required, not the name; place Find Lead before this step when the trigger does not carry it.
10

Create Lead (Company)

Action

In Zapier“Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.”

Opens a lead for an organisation rather than a person, with a company name and a Stage.

When to use it
for corporate inquiries you want to follow from first contact to engagement inside Lawcus.
Watch out
the Stage field behaves as on the person version: an unknown name becomes a new stage.
11

Add Note to Matter

Action

In Zapier“Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.”

Adds an internal note to an existing matter, which keeps a trail of what happened.

When to use it
to log updates or insights coming from other tools on the file itself.
Watch out
Matter and Comment are required; with a search in front, the Zap becomes multi-step and leaves the free plan.
12

Add Task to Matter

Action

In Zapier“Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.”

Creates a task on an existing matter, given a task name and the matter it belongs to.

When to use it
to assign a follow-up, set a reminder or open a procedural step as soon as something happens.
Watch out
Matter expects the matter's identification, so map it from a trigger or from Find Matter.
13

Create Matter

Action

In Zapier“Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.”

Opens a new legal matter. Name, Workflow, Stage and Billing Type are all required.

When to use it
to start casework from an event outside Lawcus, such as a form or another app.
Watch out
Stage takes a name and a missing stage gets created, so Find Stage on a Pipeline is a way to check the stage exists first.
14

Create Person

Action

In Zapier“Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.”

Adds an individual contact, with at least a first and a last name, both required.

When to use it
to bring a new client into Lawcus from wherever their details were first captured.
Watch out
a Zap that starts on New Person Created and runs this action would keep adding people.
15

Create Time Entry

Action

In Zapier“Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.”

Logs time against a matter or a lead for billing or internal tracking.

When to use it
when hours are captured in another tool and should end up on the right file in Lawcus.
Watch out
Matter/Lead and Date are required, so map the matter or lead from the trigger or from a search.
16

Update Company

Action

In Zapier“Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.”

Changes the details of a company contact that already exists in Lawcus.

When to use it
to keep corporate records current when the reference version lives in another tool.
Watch out
the required Id is the company's identifier; Find Contact can supply it.
17

Update Lead

Action

In Zapier“Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.”

Changes an existing lead record to reflect its latest status or engagement.

When to use it
when the prospect's progress is tracked in another tool and Lawcus has to keep up.
Watch out
it needs the lead's Id; in a Zap started by Lead Moved to Stage, an update on the same lead can loop.
18

Update Matter

Action

In Zapier“Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.”

Applies changes to an existing matter: status, assignments or other details.

When to use it
when a decision recorded outside Lawcus should change the file, like a new assignment.
Watch out
the Id is required, so the matter must be found first, with Find Matter or Find Newest Matter by Client.
19

Update Person Contact

Action

In Zapier“Modifies the details of an existing individual contact, ensuring up-to-date contact information.”

Edits an existing individual contact, so phone numbers and addresses stay right.

When to use it
when someone updates their details in a form or another CRM and Lawcus should follow.
Watch out
only Id is required, and it is the contact's identifier, which Find Contact can supply.
20

Update Task

Action

In Zapier“Updates the properties or status of a task, enabling dynamic task management and progress tracking.”

Edits the properties or the status of an existing task.

When to use it
to close a Lawcus task when the matching work is ticked off in another tool.
Watch out
the id is required; and marking a task completed can start a Zap built on Task Completed, the same one included.
Searches

The 8 Lawcus searches

8 search steps look for data that already exists in Lawcus, so a later step can use it.

Most Lawcus actions want an identifier, not a name. A search step fetches the record first and hands its identifier to the next step. In the editor, searches sit at the bottom of the Action event list under SEARCH, and some fields offer + Add search step to insert one in place.

1

Find Contact

Search

In Zapier“Searches for and returns the most recently created contact that matches a specified custom field value.”

Returns the most recently created contact matching your search. The required Search Contact field is a wildcard search across name, first name, last name, title, phone numbers and addresses.

When to use it
before Add Note to Contact or Update Company, to get the contact's identifier.
Watch out
a broad term can match several people; only the newest comes back by default.
2

Find Invoice

Search

In Zapier“Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.”

Looks up a specific invoice, with the invoice number as the required field.

When to use it
when a payment tool reports a paid invoice by number and the Zap needs the Lawcus record behind it.
Watch out
without the number, there is nothing to search on; other identifiers are not required inputs here.
3

Find Lead

Search

In Zapier“Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.”

Finds an existing lead by name, the only required field.

When to use it
before Update Lead or Add Note to Lead, or before Create Lead (Person) to avoid entering a prospect twice.
Watch out
names are not unique; two prospects with the same name make the multiple-results setting worth checking.
4

Find Matter

Search

In Zapier“Identifies the most recently created matter based on a specified custom field criterion.”

Brings back the most recently created matter that matches a custom field value, given in the required Search Matter field.

When to use it
to fetch a Matter Id for Create Communication, Add Note to Matter or Update Matter.
Watch out
it returns the newest match, which may not be the one you meant if older matters share the value.
5

Find Newest Matter by Client

Search

In Zapier“Locates the latest matter associated with a given client email address.”

Locates the latest matter tied to a client's email address, the required input.

When to use it
when an email or a form submission arrives and the Zap must attach something to that client's current file.
Watch out
a client with several open matters only ever returns the most recent one.
6

Find Stage on a Pipeline

Search

In Zapier“Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.”

Locates a stage by name inside a given pipeline; both Workflow and Name are required.

When to use it
before Create Matter or a lead creation, to confirm the stage exists rather than letting a typo create a new one.
Watch out
leave the no-result setting on its default, so the Zap stops instead of carrying on with a missing stage.
7

Find User

Search

In Zapier“Retrieves details of a team member based on user identification criteria.”

Retrieves a team member from a name or an email, the required field.

When to use it
when a later step needs a user, for example to assign a matter or a task to the right lawyer.
Watch out
it searches your team, not your contacts; clients are found with Find Contact.
8

Find Pipeline

Search

In Zapier“Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.”

Looks up one of your team's pipelines by its name, the only required field, and hands it to the steps that follow.

When to use it
when a lead or a matter has to be routed by pipeline name, for instance before Find Stage on a Pipeline.
Watch out
whether the name must match exactly or only closely is decided by Lawcus, so test it with a real pipeline name first.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that depended on it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    On apps that offer it, this box turns a search into find-or-create. Lawcus exposes no find-or-create variant, so its searches only ever look.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or hand every match on at once.
When it breaks

When it breaks

Zapier links no help article to Lawcus and records no limit specific to it.

So the risks are those of any Zap, made sharper by the fact that Lawcus offers a creation action for almost every trigger. For other cases, see Zapier troubleshooting.

  • The Zap that feeds itself

    New Task with Add Task to Matter, New Time Entry with Create Time Entry: when an action writes where the trigger watches, the Zap restarts itself and burns tasks fast.

  • No backfill of old records

    A Zap only reacts to what happens after it is switched on. Matters, leads and invoices already in Lawcus are never picked up; moving them is a separate job.

  • Stages created by typos

    Create Matter and both lead creations take a Stage name and create the stage if it is missing. A misspelt name adds a stage instead of failing.

  • Bulk imports held back

    A sudden huge batch, after a bulk import or a migration, can be held back by Zapier's flood protection instead of running all at once.

  • Searches that find nothing

    By default, a search that comes back empty stops the Zap and skips the steps that needed it. Turn the setting on only if those steps can run without it.

  • Identifiers, not names

    Many Lawcus fields want an Id: Matter Id, Lead id, Workflow Id. Map the identifier from a trigger or a search rather than typing a name by hand.
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FAQ

Lawcus and Zapier: common questions

01Is the Lawcus Zapier integration free?
Yes, on the free plan, within its limits. Lawcus is not a premium app, so it is not held back for paid plans. The free plan gives 100 tasks a month and builds Zaps of one trigger and one action: Lead Converted to Matter followed by Add Task to Matter fits. As soon as a Zap needs a filter, a search such as Find Matter, or a second action, it becomes multi-step and needs a paid plan. With Lawcus, that happens quickly, because many actions expect an identifier a search has to fetch.
02How many tasks does a Lawcus Zap use?
One per successful action, nothing for the rest. None of the 18 Lawcus triggers costs a task. Each action that completes, such as Create Matter or Add Note to Lead, counts once, so a Zap with three actions uses three tasks per run. An action that fails is not billed. Adding a search or a filter makes the Zap multi-step, which needs a paid plan. A few apps and actions take more than one task, so check the steps placed after Lawcus.
03Does Lawcus send events to Zapier in real time?
Yes, for every trigger. All 18 Lawcus triggers are instant: Lawcus tells Zapier the moment something happens, a matter moving stage or an invoice changing state, and the Zap starts right away. That holds on every plan, the free one included, because the interval grid of the plans concerns polling triggers only. The type comes from the app's own service, so it is not a setting in the editor. A Zap built on an instant trigger shows a lightning bolt in the editor.
04What does it take to connect Lawcus to Zapier?
A Lawcus account and a Zapier account. In Zapier, open the Apps page, click + Add connection, search for Lawcus, click Add connection, then sign in to Lawcus in the tab that opens and grant access. If the Zap will touch matters, leads or contacts you do not own, your account needs read or write access to them. Once made, the connection is reused by every Zap and every step that uses Lawcus, triggers, actions and searches alike.
05Which Lawcus fields need an ID rather than a name?
Several of them, and they are the ones to plan for. Add Note to Lead needs a Lead id, Create Communication a Matter Id, the update actions an Id, and User Activated Workflow both a Workflow Id and a Matter Id. Map the identifier from the trigger when it carries one. Otherwise, place a search before the action: Find Lead for a lead, Find Matter or Find Newest Matter by Client for a matter, Find Contact for a person or a company. Remember that the search makes the Zap multi-step, so it needs a paid plan.
06What if the Lawcus operation you need is not on Zapier?
Then it is not in this integration today. Lawcus offers 18 triggers, 20 actions and 8 searches, but none of them deletes a record. Its searches only look things up: no find-or-create variant exists, so a missing record is not created on the fly. If the job falls outside the 46 operations listed on this page, it needs another route, outside the Zapier app for Lawcus. Before that, check whether a search followed by an update action already covers the case.
07Zapier, Make or n8n for Lawcus?
It depends on your criteria, not on a ranking. On Zapier, the facts are clear: 46 operations, all triggers instant, no premium restriction, and a free plan of 100 tasks a month limited to two-step Zaps, which Lawcus Zaps often outgrow because of the searches. For Make and n8n, first check whether each offers a Lawcus connector and which operations it covers. Then compare the cost of a multi-step run, how events arrive, and the setup effort you accept.
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