Litify Install & Setup
Intakes API
Importing Data
MDAPI Setup
User Management
Reports and Dashboards
Intakes API
Case Type Settings
Object Library
Automation Using 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
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