Flow / Support / Integrations

Integrations

Connect website widgets, Zapier, directory sync, and billing tools to keep intake and operations flowing.

Admin & Billing · 4 min read

Integrations

Lawzana Flow connects with external tools and services to streamline your workflow. This guide covers the available integrations.

Lead Capture Widget#

Embed a lead capture form on your website to automatically receive inquiries in Lawzana Flow.

Setting Up the Widget#

  1. Go to Settings → Widget
  2. Click Generate Key to create your widget key
  3. Choose a display mode:
Mode Description
Inline Form Embeds the form directly into your page at a specific location
Floating Button A floating button (bottom corner) that opens a form modal when clicked
Call-to-Action Button A static button that triggers the form overlay

Customizing the Widget#

Form Content:

  • Title — Form heading (default: "Get in Touch")
  • Description — Subheading or instructions
  • Button Text — Submit button label (default: "Submit")
  • Success Message — Shown after submission (default: "Thank you! We'll be in touch soon.")

Styling:

  • Primary Color — Button and accent color
  • Background Color — Form background
  • Text Color — Label and body text color
  • Border Color — Form border
  • Border Radius — Corner roundness

Color Presets: Default (black/white), Blue, Green, Purple, Rose, Amber, Dark mode

Floating Button Options (for floating mode):

  • Position: Bottom-right, bottom-left, or bottom-center
  • Button size
  • Button icon (chat, form, or custom)
  • Optional label text

Form Fields:

  • Name (always required)
  • Email (always required)
  • Phone (optional — toggle visibility and whether required)
  • Message (optional — toggle visibility)

Embedding on Your Website#

Copy the generated embed code and paste it into your website HTML:

<div data-lawzana-widget data-options='{"title":"Get in Touch"}'></div>
<script src="https://flow.lawzana.com/api/widget/embed.js?key=YOUR_KEY" async></script>

Widget Security#

  • Each widget key is tied to your organization
  • Regenerate your key to invalidate the old one (existing widget installations will stop working)
  • Revoke the key to disable the widget entirely
  • Submissions are rate-limited to prevent abuse

Zapier#

Connect Lawzana Flow to 5,000+ apps through Zapier.

Setting Up Zapier#

  1. Go to Settings → Zapier
  2. Generate your API key
  3. In Zapier, search for "Lawzana Flow" and add it as an app
  4. Paste your API key when prompted

Common Zapier Workflows#

When This Happens... Do This in Lawzana Flow
New form submission (Typeform, Google Forms, etc.) Create a lead
New email to a specific address (Gmail, Outlook) Create a lead
New contact in your CRM (HubSpot, Salesforce) Create a lead
New calendar event (Google Calendar) Create a milestone

API Key Security#

  • Your API key provides access to create leads in your organization
  • Treat it like a password — don't share it publicly
  • Regenerate the key if you suspect it's been compromised

Lawzana Directory#

Connect your Lawzana Flow account to your firm's listing on the Lawzana legal directory.

What It Does#

  • Sync your firm profile — Keep your directory listing up to date
  • Receive leads — Inquiries from your directory listing are automatically created as leads in Lawzana Flow
  • Directory SSO — Team members can sign in with their Lawzana Directory credentials

Setting Up Directory Connection#

  1. Go to Settings → Directory Connections
  2. Click Connect to Lawzana Directory
  3. Authorize the connection with your Lawzana Directory account
  4. Choose which data to sync

Lead Flow#

When someone contacts your firm through the Lawzana Directory:

  1. A lead is automatically created in Lawzana Flow
  2. The lead source is marked as "Lawzana"
  3. The lead includes the person's name, email, and inquiry message
  4. Notifications are sent to your team based on your settings

Stripe (Billing)#

Stripe handles all subscription billing. This is configured automatically — no setup needed on your end.

  • Payment methods are managed through the Stripe billing portal
  • Access it from Settings → Billing → Manage Billing
  • See Billing & Plans for details