How to Create Tasks in Lawcus from Google Sheets Using Pabbly Connect

Learn how to automate task creation in Lawcus from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Lawcus Integration

To begin the integration process, first, access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page, where you can either sign in if you are an existing user or sign up for free if you are new.

Signing up is quick and grants you 100 free tasks. After logging in, you will see the dashboard. Click on the ‘Create Workflow’ button to get started on automating task creation in Lawcus from Google Sheets.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you need to create a new workflow. Name your workflow something descriptive, like ‘Google Sheets to Lawcus Integration,’ and click on the ‘Create’ button. using Pabbly Connect

In the next window, you will see options for setting up your trigger and action. The trigger application is Google Sheets, and the action application is Lawcus. This setup will allow you to automate the process of creating tasks in Lawcus whenever new data is added to Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row.’
• Copy the provided webhook URL to connect Google Sheets with Pabbly Connect.

After setting up the trigger, you will need to configure the Google Sheets add-on to send data to the webhook URL. This will enable the automation process.

3. Setting Up Google Sheets with Pabbly Connect

Now, navigate to your Google Sheets document. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t done so already. Once installed, return to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. using Pabbly Connect

In the setup window, paste the copied webhook URL into the designated field and set the trigger column to the final data column, usually labeled as ‘G’. After submitting, your Google Sheets will be configured to send data to Pabbly Connect whenever a new row is added or updated.

4. Mapping Data to Lawcus in Pabbly Connect

After setting up the Google Sheets trigger, return to Pabbly Connect to configure the action application, which is Lawcus. Select ‘Add Task’ as the action event and connect your Lawcus account by clicking on ‘Add New Connection’. Authorize Pabbly Connect to access your Lawcus account.

Next, you will need to map the data from Google Sheets to the fields in Lawcus. This includes mapping the first name, last name, email, phone number, description, due date, and assignee. Ensure that the due date is formatted correctly as per Lawcus requirements. You may need to use the Pabbly Date Time Formatter to adjust the date format accordingly.

• Map the first name and last name fields from Google Sheets.
• Use the description field to provide details about the task.
• Set the due date in the correct format required by Lawcus.

Once all fields are mapped correctly, test the workflow to ensure the task is created in Lawcus successfully. You can refresh the Lawcus page to see the newly created task.

5. Testing the Integration Between Google Sheets and Lawcus

To finalize the integration, you should test if the automation works as expected. Fill in a new row in your Google Sheets with test data, including the name, email, phone number, description, due date, and assignee. After entering the data, refresh the Google Sheets page to trigger the webhook. using Pabbly Connect

Return to Lawcus and check if the new task has been created based on the data you entered in Google Sheets. This will confirm that the integration is functioning correctly. If everything is set up properly, you will see the task reflecting the information you provided.

Remember, every time you add or update a row in Google Sheets, Pabbly Connect will automatically create a corresponding task in Lawcus, streamlining your workflow and enhancing productivity.

Conclusion

In this tutorial, we explored how to automate task creation in Lawcus from Google Sheets using Pabbly Connect. By following the steps outlined, you can seamlessly integrate these applications, ensuring that your data flows smoothly and efficiently. This integration not only saves time but also minimizes errors in task management.