Workflow automation connections
How approved triggers and actions can reduce repetitive handoffs between PlaintiffDesk and another system.
On this page
Before you start
- A supported trigger and action.
- A responsible owner for exceptions and changes.
Typical workflow
- 1
Choose one repetitive handoff.
- 2
Define the approved trigger and resulting action.
- 3
Test loops, duplicates, permissions, and missing data.
- 4
Monitor the workflow and disable it when no longer needed.
Supported triggers
A connection can begin from a specifically approved event that the firm wants another system or workflow to respond to.
Supported actions
A connection can complete a narrowly approved follow-up action using only the data required for that handoff.
No-code orchestration
Where an approved connector is available, firms can coordinate supported handoffs through an automation service without turning it into unrestricted platform access.
Keep in mind
- Connector and action availability depend on the approved integration and firm configuration.
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