Connect Confido Legal and Email by Zapier to unlock the power of automation

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Choose an Action

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Quickly connect Confido Legal to Email by Zapier with a Zapier template.

Our most popular template

Send outbound emails with Email by Zapier for new payments processed in Confido Legal
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Confido Legal + Email by Zapier

Send outbound emails with Email by Zapier for new payments processed in Confido Legal

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Confido Legal + Email by Zapier

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Confido Legal with Email by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Disbursement Approved/Updated" from Confido Legal.

Add your action

An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.

You’re connected!

Zapier seamlessly connects Confido Legal and Email by Zapier, automating your workflow.

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.

Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
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New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Trigger
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- Client Name
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Disbursement Id
  Required
Action
Write

- Client ID
  Required
- External ID
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
- Trust Amount
Action
Write
- Client ID
- External ID
- Paylink ID
  Required
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- QuickBooks Invoice Reference
- QuickBooks Realm ID
- Send Receipts
- Trust Amount
Action
Write

- Stored Payment Method ID
  Required
Action
Write
- Client ID
  Required
Action
Write
- Subscription ID
  Required
Action
Write
- Transaction Id
  Required
Action
Write
- Setup Directions
Trigger
Instant
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New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- Client Name
  Required
- Client Address Line 1
- Client Address Line 2
- Client City
- Client State
- Client Zip
- Client Email
- Client Phone
- Client First Name
- Client Last Name
- Firm ID
- External ID
- QuickBooks Customer Reference
- QuickBooks Realm ID
- Surcharge Enabled
Action
Write
- Client ID
  Required
Action
Write
- Amount in d.cc format (e.g. 1.50 for 1 dollar and 50 cents).
  Required
- Authorized Emails
- Authorized Phone Numbers
- Client ID
- Funding Account ID
  Required
- Status
Action
Write
- Client ID
  Required
- External ID
- Name
  Required
- Secondary Client ID
Action
Write
- Payment Link ID
  Required
Action
Write
- Payment Link ID
  Required
- Emails
  Required
- Emails cc
- Emails bcc
- Subject
  Required
- Message
  Required
Action
Write
- Email For Receipt
- Matter ID
- Operating Amount
- Send Receipt
- Stored Payment Method ID
- Surcharge Enabled
- Trust Amount
Action
Write
- Client ID
  Required
- Matter ID
- Operating Amount
- Subscription End Amount
- Subscription Never Ends
- Subscription End Date
- Subscription End Payments Number
- Schedule Frequency Biweekly
- Schedule Frequency Monthly
- Schedule Frequency Weekly
- Schedule Frequency Yearly
- Start Date
- Stored Payment Method ID
- Trust Amount
Action
Write
- Client ID
  Required
Action
Write
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Confido Legal and Email by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Email by Zapier on the Zapier blog

Make work flow with AI

Level up your Confido Legal to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.

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Related categories

Payment Processing

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn moreLearn moreHelpHelp

Related categories

Email Zapier

Connect Confido Legal and Email by Zapier to unlock the power of automation

Set up your first integration

Send outbound emails with Email by Zapier for new payments processed in Confido Legal

Send outbound emails with Email by Zapier for new payments processed in Confido Legal

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Confido Legal and Email by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Email by Zapier on the Zapier blog

How to automatically email files to Google Drive

How to automatically save email attachments in Dropbox

How to send an email from a webhook

Make work flow with AI

Connect Confido Legal to Email by Zapier on the world's largest no-code automation platform