TXDOCS + ZAPIER
Zapier is an automation platform that connects different applications so they can work together automatically.
TXdocs subscribers can use Zapier to connect TXdocs with an existing office process or another software application and create automated workflows that reduce repetitive data entry and manual steps.
We'll help you connect Zapier to TXdocs
Have an idea for a workflow you'd like to automate? Contact us at support@txdocs.com or call (210) 253-9506.
We'll listen, learn how your firm works, and discuss whether a Zapier connection could help. If it makes sense for your firm, we'll work with you to get the connection established.
SAMPLE USE:
Turn a New Client Inquiry Into an Intake—Automatically
Imagine a prospective client submits a new-client form on your firm's website. Instead of having someone manually enter that information into TXdocs and send an intake, Zapier can help automate the process:
Here's how it works:
The process begins when a prospective client submits a form through your website or another application connected to Zapier. The form can collect basic information such as the client's name, email address, phone number, and other details.
Once the form is submitted, Zapier recognizes the new submission and passes the information to TXdocs—eliminating the need to manually transfer basic client information from one system to another.
The client's information can be used to automatically create the client in TXdocs. Your staff doesn't have to retype information they've already collected.
Once the client has been created, the workflow can send the appropriate TXdocs Online Intake to the client. The client completes the intake online, providing the additional information your firm needs to move the case forward.
Have questions?
Call Us
(210) 253-9506
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