Lawmatics

Route

An HTTP request from a workflow to a Lawmatics custom form, or Zapier

Sign-in

None for the form: its form ID is the address

Time to set up

About twenty minutes

What this does

When the AI receptionist finishes a call or a chat, a workflow submits the caller's details to one of your Lawmatics custom forms, the same as someone filling it in. Lawmatics creates the matter and runs the automations you set on that form, such as your intake email or your consultation follow-up.

Before you start

• A matter-type custom form in Lawmatics for calls from the AI receptionist, with fields for first name, last name, email, phone and a long text field for the summary. Lawmatics doesn't accept forms with payment, relationship or booking blocks through its form API.
• The form's Form API Details page open in Lawmatics. It shows the form's ID and each field's ID.

Build the workflow

1. Start a workflow on Call ended

   In Workflows, create a workflow and pick the Inbound voice call ended trigger (Call ended). For website chats, make a second one on Chat ended.

2. Skip spam

   Add an If step: Left side {{trigger.conversation_record.Is_Spam}}, Operator Equals, Right side false. Put the next steps on its true path. If has the details.

3. Get the caller's last name

   A call saves only the first name to the contact. Add an AI Agent step named AI Agent, set Output mode to Schema, and add a Text field last_name described as "The caller's last name from the call."

4. Add the HTTP Request

   Add an HTTP Request step: Method POST, Request URL https://api.lawmatics.com/v1/forms/YOUR_FORM_ID/submit, Authentication None and Body format JSON. Paste the body below and swap each key for the field ID from Form API Details.

5. Publish and test

   Publish the workflow and call your business number. The matter shows in Lawmatics with the form's automations started.

{
  "first_name": "{{trigger.first_name}}",
  "last_name": "{{node_outputs_by_name.ai_agent.structured_output.last_name}}",
  "email": "{{trigger.email}}",
  "phone": "{{trigger.phone}}",
  "YOUR_SUMMARY_FIELD_ID": "{{trigger.action_items}}",
  "utm_source": "Small Business Chatbot"
}

Custom fields use the long IDs on the Form API Details page. Which fields are required is set on the form itself.

With Zapier instead

In Zapier, use the Small Business Chatbot app's Call Ended, Chat Ended or Appointment Booked trigger (Zapier) with a Lawmatics action: Create Contact, Create Matter or Submit Custom Form Entry. Map First name, Phone, Email and Action items.

If something goes wrong