Add I-130A to I-130

FormCreated

Run when an intake is initiated.

Required: form_id

• form_id may be * to match any intake form.

{
  "type": "FormCreated",
  "config": {
    "form_id": "form_..."
  }
}

FormCompleted

Run when an intake is submitted.

Required: form_id

• form_id may be *.
• Optional conditions evaluate intake field variable names.

{
  "type": "FormCompleted",
  "config": {
    "form_id": "form_...",
    "conditions": [
      {
        "type": "form_field_checked",
        "field": "ready_to_file"
      }
    ]
  }
}

DocumentRequestCompleted

Run when a matching document request is completed.

Required: document_request_template_id

• document_request_template_id may be * to match any template.

{
  "type": "DocumentRequestCompleted",
  "config": {
    "document_request_template_id": "doc_req_..."
  }
}

DocumentSignedByAll

Run after every signer completes a document.

Required: signable_document_template_id

{
  "type": "DocumentSignedByAll",
  "config": {
    "signable_document_template_id": "sign_doc_..."
  }
}

FinalizedFormPdf

Run after all conditionally required filled or signed form PDFs exist.

Required: forms

• forms must be a non-empty ordered array.
• generation_type is form_filled or signable_from_filled.
• Each form may have optional conditions.

{
  "type": "FinalizedFormPdf",
  "config": {
    "forms": [
      {
        "id": "form_...",
        "generation_type": "form_filled"
      },
      {
        "id": "form_...",
        "generation_type": "signable_from_filled",
        "conditions": [
          {
            "type": "form_field_checked",
            "field": "include_spouse",
            "form_id": "form_..."
          }
        ]
      }
    ]
  }
}

StageUpdated

Run when a matter moves from or to a stage.

At least one: from_stage_id, to_stage_id

{
  "type": "StageUpdated",
  "config": {
    "to_stage_id": "stage_..."
  }
}

AutomationCompleted

Run after a named automation completes successfully.

Required: automation_id

{
  "type": "AutomationCompleted",
  "config": {
    "automation_id": "aut_..."
  }
}

CreateAccessGrant

Grant configured matter access to the client or another participant.

Required: access_grant

• access_grant requires name, account_user_id, and expiry_days. Explicit recipients must be firm users or agent contacts known to the firm.

{
  "id": "grant_client_access",
  "type": "CreateAccessGrant",
  "config": {
    "access_grant": {
      "name": "Client access",
      "account_user_id": "client",
      "expiry_days": 30
    }
  }
}

CreateDocumentRequest

Create a document request from a template.

Required: document_request_template_id, role_mappings

• role_mappings must contain recipient; recipient may be client or a user/account-user ID available to the firm and current matter.

{
  "id": "request_passport",
  "type": "CreateDocumentRequest",
  "config": {
    "document_request_template_id": "doc_req_...",
    "role_mappings": {
      "recipient": "client"
    }
  }
}

CreateSignableDocument

Create a signable document from a template.

Required: signable_document_template_id, role_mappings

• Map every template role to client, firm_user, or an accessible user ID.

{
  "id": "prepare_signature_copy",
  "type": "CreateSignableDocument",
  "config": {
    "signable_document_template_id": "sign_doc_...",
    "role_mappings": {
      "client": "client"
    }
  }
}

UpdateStage

Move the current matter to a named stage.

Required: new_stage_id

{
  "id": "move_to_review",
  "type": "UpdateStage",
  "config": {
    "new_stage_id": "stage_..."
  }
}

AddAdditionalForm

Add another intake form to the current matter.

Required: form_id

{
  "id": "add_follow_up",
  "type": "AddAdditionalForm",
  "config": {
    "form_id": "form_..."
  }
}

SyncFormFields

Copy explicitly mapped structured answers between forms.

Required: source_form_id, target_form_id, field_mappings

• Each mapping needs target_field and exactly one of source_field or source_value.
• The only currently supported source_value is client.email.

{
  "id": "copy_contact_details",
  "type": "SyncFormFields",
  "config": {
    "source_form_id": "form_...",
    "target_form_id": "form_...",
    "field_mappings": [
      {
        "source_field": "petitioner_name",
        "target_field": "applicant_name"
      },
      {
        "source_value": "client.email",
        "target_field": "applicant_email"
      }
    ]
  }
}

CombineFormPdfs

Combine conditionally selected filled or signed PDFs in order.

Required: output_name, forms

• generation_type is form_filled or signable_from_filled.

{
  "id": "combine_filing_packet",
  "type": "CombineFormPdfs",
  "config": {
    "output_name": "Filing packet",
    "forms": [
      {
        "id": "form_...",
        "generation_type": "form_filled"
      }
    ]
  }
}

SendNotification

Send an in-app notification and optionally an email.

Required: recipient, message, send_email

• recipient is client, firm, or an account-user ID available to the firm and current matter.
• title is required when send_email is true.

{
  "id": "notify_client",
  "type": "SendNotification",
  "config": {
    "recipient": "client",
    "title": "Documents ready",
    "message": "Your documents are ready for review.",
    "send_email": true,
    "tab": "documents"
  }
}

CreateTaskList

Create an ordered list of unassigned matter tasks.

Required: tasks

• Each task should have a name and may include description, priority, and due_date.
• due_date may be an ISO date or a relative days_from_now/weeks_from_now object.

{
  "id": "create_review_tasks",
  "type": "CreateTaskList",
  "config": {
    "tasks": [
      {
        "name": "Review submission",
        "priority": "high",
        "due_date": {
          "days_from_now": 2
        }
      },
      {
        "name": "Prepare filing package",
        "priority": "normal"
      }
    ]
  }
}