Do more with Confido Legal integrations
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Dubsado
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Lawcus
CRM (Customer Relationship Management)
Dubsado
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Lawcus
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client ID
- Matter ID
Try ItTriggerPolling- Client NameRequired
ActionSearch
- Customer IdRequired
- Client IdRequired
- Trust AmountRequired
- Operating AmountRequired
- Email SubjectRequired
- Email Message
- Email AddressesRequired
ActionWrite- Client NameRequired
- Customer IdRequired
- Primary Contact First NameRequired
- Primary Contact Last NameRequired
- Primary Contact EmailRequired
- Primary Contact Phone
ActionSearch or write
Confido Legal Help & Support
Common questions
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