Automation Using Process Builder
Litify Actions
- Automate the Process to Copy Additional Intake Fields to a New Matter
- Matters Field Requirements for Litify Actions in Process Builder
- Build a Process to Sign Up an Intake and Open a Matter
- Automate Referral Creation Using Process Builder
- Field Requirements for Litify Actions in Process Builder
- Automate Matter Stage Using Process Builder
- Automate the Process to Send an Email