Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-02-29 17:56:21

@Mike I was speaking with Dwight and he mentioned he has experience with dbt. We are going to use them as our data transformation layer. He mentioned some pitfalls he had seen in the past and I was wondering if we could borrow him during one of our trainings/meetings?

Also, in the future when we are building out the Shield Data Warehouse we could use his expertise in SQL for schema design and dev work too. If you approve, I would like to work with you on a shared task management as to not overload Dwight or take him away from your projects too much. It should only be periodically and when you can spare him but there are only a couple people that have any SQL knowledge let alone already with the tool we are choosing. Let me know your thoughts. Happy to hop on a call, thanks!

Mike (mike@shield-legal.com)
2024-02-29 18:14:50

Hey Nicholas. Dwight is not super technical.. I don't think he's your guy for writing SQL. and to be honest, I really can't spare him right now. we're super understaffed, and we have a backlog a mile long.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-02-29 18:21:53

Well if that is the case, we don’t need to utilize him for the dev work or anything g like that but I would like to pick his brain a little in regards to dbt. Nothing that will take any significant amount of his time just someone of questions then. No one has experience with this tool so something I guess is better than nothing.

Mike (mike@shield-legal.com)
2024-02-29 18:23:49

yea, that would be fine as long as he's up for it. I don't want to volunteer him for anything lol

Mike (mike@shield-legal.com)
2024-02-29 18:25:08

And he's leaving tomorrow on vacation for a week. My week is going to be absolutely insane 💀

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-02-29 18:31:53

No, totally fair he seemed happy to help but wanted your approval considering everything. He explained how busy you were so my proposition was contingent on your blessings and when you could spare. Ya I just said bye to him and this wasn’t even a this next week consideration it would be at least 2-3weeks before I would even need him at the earliest. Anyways appreciate the consideration and hope things get better!

Mike (mike@shield-legal.com)
2024-02-29 18:35:50

I sincerely appreciate your consideration. if you're talking 2-3 weeks out then ping me again when it gets closer to time, and we'll see if circumstances have changed on our end. you know how it is.. there's no telling what all is going to be different in 2-3 weeks

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2024-02-29 18:39:42

** meaning that we may be able to spare him a bit more in 2-3 weeks. sorry, my brain is giving up on me

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-02-29 18:41:55

all good thanks

Mike (mike@shield-legal.com)
2024-02-29 18:42:28

np at all

Mike (mike@shield-legal.com)
2024-03-19 15:32:27

Hey @Nicholas McFadden. hope you've been well. Brian pointed me to you to see if you could help us find the lawruler merge tags/custom field name for a couple of intake fields. does that sound like something you may know about?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 15:48:45

Yes I think I can help with that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 15:50:10

Speaking of Brian we are going to g to need him to make some changes to get the Dialer to work in the interim. We need to figure out how soon he can make them. Unfortunately he will have to make changes again for LawRuler but we can’t wait the 4-5 weeks they are saying they need

Mike (mike@shield-legal.com)
2024-03-19 15:55:33

yea, I know Brian has a lot on his plate. I hated to bother him but didn't know who else to go to. this is the first time we've asked him for anything in a while.

Mike (mike@shield-legal.com)
2024-03-19 15:57:11

the fields we're looking for are on the Bailey Glasser - AFFF- Craig Goldenfarb integration.. we need the values for "Date received" and "Contract sent date"

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 15:58:45

Ok I will take a look, do you need this today or can I get this to you tomorrow?

Mike (mike@shield-legal.com)
2024-03-19 16:00:01

I hate to ask, but this is to fix the client's broken integration, and I told them we'd have a solution today. we've been trying to find it since yesterday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:00:34

Ok give me like an hour or two and I’ll get it for you

Mike (mike@shield-legal.com)
2024-03-19 16:00:53

I greatly appreciate it man. if there's anything I can help you with let me know

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:14:14

what is the exact full name?

Mike (mike@shield-legal.com)
2024-03-19 16:15:19

we're not sure what the actual field names are in LR, the client is just asking for those two fields.. do you see anything that's even close to those?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:17:23

No I mean the actual name of the intake form

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:17:53

need to search that to get the case type id and then have to use that to get the question list to get the question id

Mike (mike@shield-legal.com)
2024-03-19 16:18:24

I believe it is Firefighting Foam - BG - Miller Goldenfarb - Shield Legal

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:19:38

Ok thanks I will try to get that and let you know

Mike (mike@shield-legal.com)
2024-03-19 16:19:45

thanks again!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:46:06

Ok I am not seeing those fields in the question list. Are you looking for "Sent E-sign Date" and the "E-Signed Received Date"?

Mike (mike@shield-legal.com)
2024-03-19 16:47:08

pretty sure "sent e-sign" is correct.. not 100% sure about the other one, but at this point I'll take it lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:51:05

this is the entire question list response for that case type:

AFFF_q_list_resp.json
Mike (mike@shield-legal.com)
2024-03-19 16:54:56

got it. I'll see if I can find any values that'll work for this. thanks again!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:56:36

I can’t get the “E-Signed Date” date myself so I have to create a custom report and I can call that from the API but I don’t get back the custom field ids just the data itself

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:57:07

It’s something I’ve asked them to work on mut currently the eta for anything from the is 4-5weeks….

Mike (mike@shield-legal.com)
2024-03-19 16:57:27

I could be wrong, but I think those are "standard" fields in LR, so I might be able to get them directly from LR. I'm looking now to see what I can find

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 16:58:25

Ya but lawruler haven’t given access to everything in their API

Mike (mike@shield-legal.com)
2024-03-19 17:00:07

nvm those aren't standard fields apparently lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:00:56

What are you trying to do?

Mike (mike@shield-legal.com)
2024-03-19 17:01:34

the email automation in LR. it has a widget with a dropdown that has a list of all the fields

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:01:48

It’s not an intake form field but the statuses of the lead reflect those things so won’t get exact date but if you want to count up leads in a certain statuses we could

Mike (mike@shield-legal.com)
2024-03-19 17:02:37

I don't really care if they are 100% correct or not lol. I just need to give the client a solution

Mike (mike@shield-legal.com)
2024-03-19 17:03:19

I think the fields you listed will work, I just can't find the merge tags for them in LR

Mike (mike@shield-legal.com)
2024-03-19 17:06:35

I see <<Created Date>> but not sure if it has a value or not. I can test it.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:08:21

That might be the leads created date

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:08:40

Not necessarily the form

Mike (mike@shield-legal.com)
2024-03-19 17:10:27

I think so, but if that's all I have to work with I have to send the client something

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:11:01

Ok

Mike (mike@shield-legal.com)
2024-03-19 17:11:45

thanks again!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:13:09

Welcome! Sorry could get exactly what you were looking for but welcome to my dev hell courtesy of LawRuler lol

Mike (mike@shield-legal.com)
2024-03-19 17:13:25

haha I totally feel your pain man

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:14:13

At times I get worried we haven’t made as much progress as I intended but luckily Cam understands my hands are tied

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:14:47

I haven’t had the most dev experience but I can say this has been the worst lol

Mike (mike@shield-legal.com)
2024-03-19 17:15:09

I can only imagine. LR is a shit show

Mike (mike@shield-legal.com)
2024-03-19 17:17:50

do you know who I should go to for lead backfills and lists/reports? I just got this from the client

> Can you instead send me a list, a manifest if you will, of all the leads that your campaign shows as part of the DMA inventory? I am in urgent need to audit and ensure all cases are accounted for and worked on.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:20:12

What do you mean by lead backfills? I can pull all the records for specific case types and statues and send that over. What info/fields would they need to see for each lead?

Mike (mike@shield-legal.com)
2024-03-19 17:22:43

backfills are when we repost all of the leads that came in before the api integration was done, or if there was a problem with any leads. we don't need to do that here though thankfully. they are just asking for a list of the all the leads for that campaign. I'm assuming they want as much data as possible.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:24:15

Well if you can get me the list of case types associated, I can pull those records, and send it to them. This a one off or need to be recurring?

Mike (mike@shield-legal.com)
2024-03-19 17:25:01

one off. should just be for Firefighting Foam - BG - Miller Goldenfarb - Shield Legal

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:25:28

any and all statuses, correct?

Mike (mike@shield-legal.com)
2024-03-19 17:26:42

hmm good question. pretty sure they only want the leads that were sent to them

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-03-19 17:29:43

Double check that and any specific fields they have to have and I’ll work on it

Mike (mike@shield-legal.com)
2024-03-19 17:30:54

roger that

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2024-03-19 17:37:23

I emailed them but I think they are est so it's 6:40 their time

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2024-03-19 17:40:43

is it a lot of work to generate a report that has all the intake data?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-04-24 10:36:56

Do you have sec to talk about the two candidates Cory sent over? Have one interview at 9am and the other at 2pm

Mike (mike@shield-legal.com)
2024-04-24 10:44:12

sure.. what's up?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-04-24 10:50:06

Just want to hear your opinions and understand your needs before I speak to them

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-04-24 10:50:20

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-04-24 10:50:48

Spoke to Cory but wanted to talk to you too

Mike (mike@shield-legal.com)
2024-04-24 10:52:02

went to voicemail..

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-13 13:47:25

Looking to get some Power Automate creds for Shane and I. Would like to start playing around and getting familiar with it. Do you manage that or is that a Joe request?

Mike (mike@shield-legal.com)
2024-06-13 13:51:34

right now we just use a shared account that was inherited from the former developer. we're trying to find a way to get it merged into our microsoft account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-13 13:54:21

Ok sounds good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-13 13:55:25

But could I get access to the shared account in the meantime?

Mike (mike@shield-legal.com)
2024-06-13 13:55:51

looking for the info

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2024-06-13 13:57:17

rahatyasir@shieldlegal767.onmicrosoft.com / #z4^3nP:xUV&==~

Mike (mike@shield-legal.com)
2024-06-13 14:06:50

if you need a 2fa code lmk

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-13 14:07:06

Thanks

Mike (mike@shield-legal.com)
2024-06-13 14:07:37

np at all

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:24:50

@Mike please send me the most recent code for the PA account

Mike (mike@shield-legal.com)
2024-07-29 18:25:21

564885

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:25:40

thank you

Mike (mike@shield-legal.com)
2024-07-29 18:25:52

np at all

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:25:58

what is the new gmail account?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:26:55

password?

Mike (mike@shield-legal.com)
2024-07-29 18:27:14

5J5A4p&c7Q9wqyF5$SJNVXL5WgFq@v

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2024-07-29 18:27:30

are you trying to use that to login to pa?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:27:50

no to create a new connector

Mike (mike@shield-legal.com)
2024-07-29 18:27:56

I already did

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:28:05

ok

Mike (mike@shield-legal.com)
2024-07-29 18:28:05

I've got wagstaff paraquat fixed as well

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:28:24

what is the password for the dev gmail account?

Mike (mike@shield-legal.com)
2024-07-29 18:28:25

dwight is going through the other integrations and making the changes

Mike (mike@shield-legal.com)
2024-07-29 18:29:17

I believe it's BVrLQGDyEN3m4eQ&

Mike (mike@shield-legal.com)
2024-07-29 18:29:24

lmk if that doesn't work

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-29 18:31:12

ok will do

Mike (mike@shield-legal.com)
2024-07-29 18:32:27

I'm about to head out.. it's 6:30 my time. dwight should have things from here. if you guys run into any issues shoot me a text

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:01:14

@Mike we are needing the API Key for the Cloudmersive Document Conversion Connection

Mike (mike@shield-legal.com)
2024-07-30 11:03:20

I'm not sure what that is or where to get it. rahat set all of that up when he made the pa account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:04:02

Do you have his contact info? Can you call him to get this?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:04:14

Also we just need to get everything away from this guys account

Mike (mike@shield-legal.com)
2024-07-30 11:04:46

I don't unfortunately. I've only interacted with him once or twice in the past.

Mike (mike@shield-legal.com)
2024-07-30 11:04:56

ryan may have it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:06:53

ok thank you I'll reach out

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:09:11

just sent a auth code for the main account can you send this to me?

Mike (mike@shield-legal.com)
2024-07-30 11:11:05

the 2fa code for pa?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:11:30

yes

Mike (mike@shield-legal.com)
2024-07-30 11:11:39

040199

Mike (mike@shield-legal.com)
2024-07-30 11:12:03

I setup 2fa for ahsan and dwight both btw. they should be able to do the same for you

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:12:40

it timed out going to try it again

Mike (mike@shield-legal.com)
2024-07-30 11:13:00

ok 15s until a new code is generated. standby

Mike (mike@shield-legal.com)
2024-07-30 11:13:09

639479

Mike (mike@shield-legal.com)
2024-07-30 11:13:35

gotta be quick lol

Mike (mike@shield-legal.com)
2024-07-30 11:14:05

705537

Mike (mike@shield-legal.com)
2024-07-30 11:14:47

oh wait, I'm the idiot. that's the wrong account.

Mike (mike@shield-legal.com)
2024-07-30 11:14:55

596848

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:16:22

ok got it thanks and yes lets get

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:16:28

me an account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:16:32

to auth

Mike (mike@shield-legal.com)
2024-07-30 11:16:54

it's the same account, you just add your own authenticator for 2fa

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:52:08

to set up my authenticator I need a code that was just sent

Mike (mike@shield-legal.com)
2024-07-30 11:53:40

is there something preventing dwight or ahsan's ability to get you the 2fa code? they should both setup

Mike (mike@shield-legal.com)
2024-07-30 11:54:24

I don't mind giving it to you, I just might not see your message or reply in time, and those guys are physically there with you

Mike (mike@shield-legal.com)
2024-07-30 11:54:41

531381

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:58:23

ahsan says he never got it setup and dwight isnt here

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:58:31

sorry can you send the code

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 11:59:06

dwight is here now and he is saying he never got it to work either

Mike (mike@shield-legal.com)
2024-07-30 12:10:10

sorry.. 054410

Mike (mike@shield-legal.com)
2024-07-30 12:11:50

625204

Mike (mike@shield-legal.com)
2024-07-30 12:12:38

693684

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 12:25:03

the auth app wont load now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-07-30 12:25:12

I will have to try later. Thank you for your help

👍:skin_tone_2: Mike
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-02 11:07:15

@Mike hope you are well, could you transfer ownership of the automations in Monday.com to me?

Mike (mike@shield-legal.com)
2024-10-02 12:30:24

@Nicholas McFadden sure thing. as soon as I get to a good stopping point I'll take care of it

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-02 12:32:27

great thanks

Mike (mike@shield-legal.com)
2024-10-02 13:02:08

I transferred all that I could. it won't let me transfer the ones with slack connections. there were only 2 like that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-02 13:35:32

you transferred it to my shield email?

Mike (mike@shield-legal.com)
2024-10-02 14:12:18

not sure. it's whichever email is tied to your monday account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-02 14:24:23

I have one for each apparently. No worries I’ll see which one. Thanks!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:14:26

@Mike hope you’re doing well. We have a DM in the TIP slack that we would like to convert to a channel. However, none of us have the permission to do it. Would you be able to do this for us?

Mike (mike@shield-legal.com)
2024-12-16 12:15:44

Hey Nick. I can help with that. I'll need you to add my tip slack user to the chat though.

Mike (mike@shield-legal.com)
2024-12-16 12:15:54

I can leave the chat after it's converted

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:16:31

Ok thank you! Not a problem doing so now

Mike (mike@shield-legal.com)
2024-12-16 12:19:18

oh, public or private channel?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:19:38

mike it a private channel please

Mike (mike@shield-legal.com)
2024-12-16 12:19:47

copy that. one sec

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:19:58

make** lol

Mike (mike@shield-legal.com)
2024-12-16 12:20:01

preferred channel name?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:20:12

wagstaff-leads-review

Mike (mike@shield-legal.com)
2024-12-16 12:20:37

done!

🙏 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:21:20

Thank you!!

Mike (mike@shield-legal.com)
2024-12-16 12:21:32

np at all! ty for understanding. I know the new policy sucks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:21:35

How you been?

Mike (mike@shield-legal.com)
2024-12-16 12:21:52

Life is good man, I can't complain. How are things going for you?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:24:28

I understand so no worries. Good to here man! Same, getting into a good groove. Starting to move off of integrations onto other projects but it was a lot to juggle before.

Mike (mike@shield-legal.com)
2024-12-16 12:24:50

I'm really glad to hear that man

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:26:03

You'll be happy to hear that Dwight is doing really well and same with Ahsan.

Mike (mike@shield-legal.com)
2024-12-16 12:26:44

Oh man I really do love to hear that. They're great people

Mike (mike@shield-legal.com)
2024-12-16 12:26:53

Thank you for all that you've done

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:27:26

Couldn't agree more, a testament to you! Wish I had more of them!

Mike (mike@shield-legal.com)
2024-12-16 12:27:41

Well thank you sir

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:28:15

Appreciate you too man. Always being willing to help out

Mike (mike@shield-legal.com)
2024-12-16 12:28:39

Of course! I hate that I left everything where/how it was, but I literally just had to get out man

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:30:09

No totally understand man you have to do what is right for you. I am a big advocate for mental health I am actually on the board of a mental health non-profit out in California. Always here if you need to vent because this job can be crazy for sure. Also, if you're ever in town we should grab a drink!

Mike (mike@shield-legal.com)
2024-12-16 12:31:02

Absolutely! I'm a huge advocate for mental health myself, so I commend you on your efforts! If I can ever help you guys out please don't hesitate to ask.

🙏 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 12:31:35

Thanks I really appreciate it and same to you!

Mike (mike@shield-legal.com)
2024-12-16 12:31:43

Anytime!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-18 15:38:45

Hey a couple of my guys do not have access to the TIP slack and all of the company notifications come through the general channel. Could we get them added so that they do not miss any of the notifications?

Mike (mike@shield-legal.com)
2024-12-18 15:41:44

Hey bud I'm not in the office rn. Would you please email help@shield-legal.com to open a ticket and I'll handle it when I get back

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-18 15:42:12

Will do, thanks!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-18 15:46:09

Actually I misunderstood the team. They already have access but wanted the notifications to be on the Shield general channel. No need for you to do anything. Thanks though!

Mike (mike@shield-legal.com)
2024-12-18 15:56:29

Haha nice!

Mike (mike@shield-legal.com)
2025-01-31 15:37:40

hey just so I'm clear are you taking over the tt crm event stuff or am I still going to be expected to handle it?

Mike (mike@shield-legal.com)
2025-01-31 15:39:03

I don't mind either way, just need to know so I don't step on your toes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:46:27

Well I don't know what else needs to be done or what they have asked you to do with it. They just told me to jump in and help out. It has kinda morphed into my responsibility but I would like your input

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:46:40

Now are the zaps running off of the email automations?

Mike (mike@shield-legal.com)
2025-01-31 15:47:09

no the zaps feed in the data from fb and tt native forms

Mike (mike@shield-legal.com)
2025-01-31 15:47:40

the data posts directly from the native ads into zapier, to be more clear

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:47:49

gotcha sorry

Mike (mike@shield-legal.com)
2025-01-31 15:48:02

nothing to apologize for!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:48:06

That will stay the same then

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:53:43

I spoke with Dwight and he let me now that the tt id should be going to an S5 field in LR. Did a quick check and we didn't see the id or even the S5 field on one we checked for some reason so we have to investigate that further but if we are able to find the data in there then we are good. We'll build the container/app to handle the posts, filter just for the TT events (no way to do this in LR), and include the event routing info for post back.

Mike (mike@shield-legal.com)
2025-02-13 11:27:11

Hey bud. I sent this to your other slack user, but not sure if you monitor that account, so dropping it here:

> Hey @Nicholas McFadden. Do you need anything from me on the tt crm stuff? It was my understanding that the integrations team had taken over the project, but if that's not the case or if I can help in any way please let me know.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-13 11:34:02

Hey I got Mark to setup what I needed from him yesterday. I’ve been swamped with Flatirons stuff but I am hoping to finish it up this afternoon so we can fire a test. I’ll let you know how it goes and if I have any difficulty today maybe we hop on a call tomorrow?

Mike (mike@shield-legal.com)
2025-02-13 11:34:48

Sure thing! Just let me know if and when

🙏 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:21:11
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:21:32

Do you know what these events are where it shows a postback to a zapier for Tony ?

Mike (mike@shield-legal.com)
2025-02-28 09:49:18

yes, that's the lawruler automation for the native leads integration

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:01:47

@Mike Hey would you mind hoping on a quick call to show me how to fire off a test lead from TT so that it flows all the way to LR? Once I do that I think we are ready to go live

Mike (mike@shield-legal.com)
2025-03-03 13:12:04

Hey @Nicholas McFadden. There's not a way to do end-to-end testing like that through TT. The testing in TT is just to make sure they're receiving the events. I believe the media buyers have a way to submit a test form though

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-05 11:14:48

Hey would you be available to get on a call with Nitido today at 11am PST

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-05 11:15:42

I expected the team to catch you up on what was needed but sounds like none of them did

Mike (mike@shield-legal.com)
2025-08-05 11:24:51

yea I can do that. I have another call right before that so I might be a few minutes late though

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-05 11:31:27

I can see if we can push it back 30 min if that helps

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-05 11:32:39

Also forwarded you an email with some documentation of their system. I have the posting back to them covered but it is the web form connection to our media that I need help with because I have just dealt with it once it hits Leadspedia

Mike (mike@shield-legal.com)
2025-08-05 11:32:39

11 is fine. I should be done by then, but if not it won't be much longer after that

👍 Nicholas McFadden
Mike (mike@shield-legal.com)
2025-08-05 12:08:01

I had to request access to that doc. not sure if you created it or not

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-05 12:08:16

I did not I will ask them

Mike (mike@shield-legal.com)
2025-08-05 12:08:25

ty sir

🙏 Nicholas McFadden