Litify
Overview of the Litify integration
11 articles
- Litify Integration Setup and OverviewIn order to set up the Litify integration, a few key steps are needed within the Litify instance as well as on the Case Status side.
- Litify/Salesforce Apex ClassesSalesforce Apex Classes that can be used in place of our standard integration to transfer information between our two systems.
- Error: This file was not saved to Litify because a corresponding matter in Litify was not found.
- Send Custom Notifications from Litify when a Case Status Message is receivedSteps to create a flow that will notify Principal Attorneys and Case Managers when a new message is received from a client
- Intro to the Case Status/Litify Integration
- Initial Installation of the Case Status/Litify Integration Package
- Matter Sync Architecture Overview
- Syncing Intake Records to Case Status
- Docrio Integration
- Last Message Sent Field Updates
- Read Receipts