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  4. Automation Using Process Builder

Automation Using Process Builder

Litify Actions

  • Automate Litify Actions with Process Builder
  • 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
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