Dustin Surwill (dsurwill@shield-legal.com)
2025-06-25 15:30:40

@Daniel Schussler @Richard Schnitzler

image.png
deleted-U06F9N9PB2A
2025-06-25 15:33:24

thx 💕

deleted-U06F9N9PB2A
2025-06-25 16:04:52

anthony hunkin LDS

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:18:20

missing files ? what files ?

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:18:45

from a secondary?

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:18:54

i haven't created an integration for any secondary

deleted-U06F9N9PB2A
2025-06-25 16:24:30

these are clients who should have any file considering they were signed long enough ago to make it a point they have completed the secondary was my point.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:24:48

what campaign?

deleted-U06F9N9PB2A
2025-06-25 16:25:29

different campaigns. search lawruler.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:26:21

I'm not sure for what? I don't know what I'm looking for

deleted-U06F9N9PB2A
2025-06-25 16:26:56

these clients have been signed... they have secondary files... they are calling into the law firm to speak about their case and their is ZERO record of them being a client.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:27:23

can you give me an example law ruler id?

deleted-U06F9N9PB2A
2025-06-25 16:28:11

daniel respectfully im incredibly busy im letting you know there is an issue with the integration the troubleshooting component isnt on my plate

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:29:28

Alex I want to help but I just don't have enough information for a starting point. I'm not trying to hassle or frustrate you.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:30:47

perfect thank you

deleted-U06F9N9PB2A
2025-06-25 16:32:16

i mean but cmon you had the client name. you could have searched. https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=738674

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:32:32

Alex lets not argue here please

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:39:12

So three of the are secondaries, we don't have any integrations for them. 738674 this lead i triggered myself looks like twice. most recently on the 5th of this month. i might have been a lead I was testing the integration with. but No log issues on the second one.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:39:23

checking salesforce now

deleted-U06F9N9PB2A
2025-06-25 16:40:08

768987 is an esign

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:40:53

right, sorry 2/4

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:44:26

so that lead does not exist in salesforce... odd. triggered it twice and was fine. I'll send another retrigger.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:46:47

ok i know for this specific lead

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:47:02

738674

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:47:11

this lead they should have put in manually

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:47:18

it was finaled before integration was completed.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:47:46

i can still retrigger it if necessary

deleted-U06F9N9PB2A
2025-06-25 16:50:01

yes pls do

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:51:15

ok i'll retrigger that one now

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:51:46

768987 doesnt seem to have an issue. logs have it as a successful send and on salesforce he is located there.

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:52:05

i can not confirm the docs though because they have blocked me from doing so

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:53:20

there is a high chance that if they are "missing" more leads that are in esign final, that they finalized before the integration was created. which means one of two things:

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:53:45
  1. they have gotten the emails from mark's automation and haven't put them in manually yet
Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:54:21

or 2. mark's automation was turned off or removed dicellos email from it and they didn't receive the lead

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 16:55:05

honestly , and @Dustin Surwill can attest to this, mark turned off a whole bunch of automations before the integrations went live. there could lie the problem

deleted-U06F9N9PB2A
2025-06-25 17:00:57

oh i dont care about where the hiccup happened honestly. after i notify the task owner its not on my mind a second longer. but retrigger what you can - if it persists well troubleshoot and escalate

deleted-U06F9N9PB2A
2025-06-25 17:01:44

for context -- who blocked you from accessing docs and is this something that is pivotal for the integrations process?

Daniel Schussler (dschussler@shield-legal.com)
2025-06-25 17:01:59

its a salesforce thing, i don't have certain creds

deleted-U06F9N9PB2A
2025-06-25 17:02:11

gotcha ok thank you

deleted-U06F9N9PB2A
2025-07-02 16:41:58

dl missing client files

:eyes2: Edward Weber
Edward Weber (edward@tortintakeprofessionals.com)
2025-07-02 16:42:31

@Daniel Schussler

:burn_elmo: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:42:41

@Edward Weber

:pizzacat: Edward Weber
Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:43:18

@deleted-U06F9N9PB2A San Bernardino currently does not have an integration,

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:43:28

i am working on it, but they should be missing all leads

🫠 Edward Weber
deleted-U06F9N9PB2A
2025-07-02 16:43:50

okay just for context are they supposed to be manually inputting or i guess what do they usually do?

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:44:50

well normally they are, however

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:45:06

mark never added dicello's email to the esign final automation

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:45:26

they haven't received any email to put it in manually

deleted-U06F9N9PB2A
2025-07-02 16:46:11

oh wow

deleted-U06F9N9PB2A
2025-07-02 16:46:15

lol ok thanks

Edward Weber (edward@tortintakeprofessionals.com)
2025-07-02 16:46:30

🫠

deleted-U06F9N9PB2A
2025-07-02 16:46:39

is that something i should ask him to put on?

deleted-U06F9N9PB2A
2025-07-02 16:46:52

as much as i love being a unpaid paralegal

🤣 Edward Weber
Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:47:13

no

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:47:38

because now if when i finish we can do a back fill

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:47:47

it'll be way simpler

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:47:56

it'll be way simpler

deleted-U06F9N9PB2A
2025-07-02 16:48:02

ok i guess im just confused how they were navigating this prior to rapid emailing me

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:48:13

yeah basically... they weren't lol

deleted-U06F9N9PB2A
2025-07-02 16:48:21

lol honestly spot on

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:48:41

but they are antsy for it now

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:48:50

so im juggling

:pizzacat: Edward Weber
Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:49:20

me with hair ^

deleted-U06F9N9PB2A
2025-07-02 16:49:34

is poor jehoshua still drafting his abe email

Daniel Schussler (dschussler@shield-legal.com)
2025-07-02 16:49:48

nah hes gone don't feel sorry for him

🥶 Edward Weber
🧊 Edward Weber
deleted-U06F9N9PB2A
2025-07-02 16:49:52

lol ok

👑 Edward Weber