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 an Outbound Referral

This article demonstrates how to automate sending outbound referrals when an intake matches the following conditions:

  • Case Type: Automobile Accident
  • Case State: Florida
  • Case Status: Referred Out

1. Create Process

  1. Navigate to Setup > Process Builder
  2. Select New.
  3. Complete the following fields:
    • Process Name: Outbound Referrals FL AA
    • API Name: Outbound_Referrals_FL_AA
    • Description: Automatically refers out auto accident intakes from Florida.
    • This process starts when: A record Changesmceclip0.png
  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.
  3. Save

3. Add Criteria 

  1. Select + Add Criteria
  2. Complete the following fields: 
    • Criteria Name: Florida AA Referral
    • Criteria for Executing Actions: Conditions are met 
  3. Set the following conditions: 
    Field Operator Type Value
    Case State Equals Picklist Florida
    Case Type > Case Type Name Equals String Automobile Accident
    Status Equals Picklist Referred Out
  4. Enable All of the conditions are met (AND).
  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

  1. Select + Add Action.
  2. Complete the following fields:
    • Action Type: Apex
    • Action Name: FL AA Referrals
    • Apex Class: Refer Out
  3. Set Apex variables for the action. Each Litify Action has different field requirements for Apex Variables.
    Field Type Value Notes
    record_id Field Reference Record ID  
    agreement_type String to_be_determined, other, percentage Choose ONE
    referral_fee Number  Integer as % (0-100%) Choose if agreement_type = percentage.
    agreement_name String   <Agreement Name> Choose if agreement_type = other.
    client Field Reference Client  
    sobject_name String litify_pm__Intake__c  
    handling_firm_ID ID <handling firm's ID> This ID can be found in the URL of the handling firm's Firm record page.
  4.  Save.
  5. Review your process.

You can now Activate this process and test it. 

Now when users simply change the Status field to Referred Out on Florida Automobile Accident intakes, a referral is automatically sent to your partner firm.

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