Rocket Matter + Levitate Integrations

See the kind of workflows teams build with Rocket Matter and Levitate below — describe the exact one you want above and the Agent builds it on demand.

Rocket Matter + Levitate When a new invoice payment is received in Rocket Matter, record the payment details and update the client in Levitate.

Sync newly created leads across CRM platforms When a new lead is captured in Rocket Matter, automatically create or update the matching contact in Levitate to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Levitate, update the corresponding opportunity stage in Rocket Matter for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Rocket Matter, log a status update activity on the corresponding account record in Levitate. See details

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Triggers & actions for Rocket Matter and Levitate

Everything Rocket Matter and Levitate can do inside a workflow — the triggers that start one and the actions that run when it fires.

Rocket Matter Explore Rocket Matter →

Rocket Matter is a cloud-based legal practice management software offering case tracking, timekeeping, billing, and customer relationship management for law firms.

Triggers

New Contact

Triggers when a new contact is created in the firm.

New Event

Triggers when a new event is created in the firm.

New Invoice

Triggers when a new invoice is created in the firm.

New Invoice Payment

Triggers when a new invoice payment is received by the firm.

New Matter

Triggers when a new matter is created in the firm.

New Note

Triggers when a new note is created in the firm.

Actions

Create Contact

Creates a new contact.

Create Event

Creates a new Event.

Create Matter

Creates a new matter.

Create Note

Creates a new note.

Create Soft Cost

Creates a new soft cost.

Create Task

Creates a new task.

Levitate Explore Levitate →

A relationship management tool built to help small businesses maintain authentic communication with clients.

Actions

Create or Update Levitate Contact

Creates or updates a Contact in Levitate

Create a Donation

Creates a new Donation in Levitate

Create/Update a Policy

Creates or updates a policy in Levitate.

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