Admins can use this article as a model for creating Litify Action automations in Process Builder to fit their firm's needs.

How to Automate Intake Sign-up & Matter Conversion

This article demonstrates how to create a process that automatically signs up intakes and opens matter records for referrals matching the following conditions:

  • Originating Firm: Pulliam LP
  • Case Type: Construction

1. Create Process

  1. Navigate to Setup > Process Builder
  2. Select New.
  3. Complete the following fields:
    • Process Name: Automate Signup & Conversion Pulliam
    • API Name: Automate_Signup_Conversion_Pulliam
    • Description: Automatically signs up and converts referred intakes.
    • This process starts when: A record Changes
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  4. Save. You are taken to the Process Builder UI.

2. Add Object

  1. Select + Add Object.
  2. Complete the following fields:
    • Object: Intake
    • Start the process: when a record is created or edited.mceclip1.png
  3. Save

3. Add Criteria 

  1. Select + Add Criteria
  2. Complete the following fields: 
    • Criteria Name: Pulliam Referral
    • Criteria for Executing Actions: Conditions are met 
  3. Set the following conditions: 
    Field Operator Type Value
    Case Type > Case Type Name Equals String  Construction
    Referral > Originating Firm > Record ID Equals String This ID can be found in the URL of the handling firm's Firm record page.
  4. Enable All of the conditions are met (AND). You can later expand this to ANY if you have 2 or more firms you accept Construction case types from.
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  5. Expand the Advanced section.
  6. Enable Yes for executing the actions only when specified changes are made to the record.
  7. Save.

4. Add Action

This action takes the record ID of the intake matching the previously defined criteria and signs up the referral.

  1. Select + Add Action.
  2. Complete the following fields:
    • Action Type: Apex
    • Action Name:  Pulliam Referrals 
    • Apex Class: Sign Up
  3. Set Apex variables for the action. Each Litify Action has different field requirements for Apex Variables.
    Field Type Value
    record_id Field Reference Record ID
  4.  Save.

5. Add Second Action

  1. Select + Add Action.
  2. Complete the following fields:
    • Action Type: Apex
    • Action Name:  Pulliam Open Matter  
    • Apex Class: Open Matter
  3. Set Apex variables for the action. Each Litify Action has different field requirements for Apex Variables. At this stage, you can also add a field that selects a matter plan or matter team.
    Field Type Value
    record_id Field Reference Record ID
    matter_owner Field Reference  Owner ID > User ID
    case_type Field Reference Litify_PM__Case_Type__C
  4.  Save.
  5. Review your process.

You can now Activate this process and test it.

Now all new inbound referrals from Pulliam LP that match the case type Construction are automatically signed up and a matter is opened. 

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