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Confido Legal + Email by Zapier

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

Instantly keep up with your financial transactions with this Confido Legal and Email by Zapier workflow. When a new payment is processed in Confido Legal, an email is immediately sent via Email by Zapier, keeping you informed and updated about your payments in real-time. No more delayed notifications or manual checks, this automation ensures you stay on top of your business transactions seamlessly.

Instantly keep up with your financial transactions with this Confido Legal and Email by Zapier workflow. When a new payment is processed in Confido Legal, an email is immediately sent via Email by Zapier, keeping you informed and updated about your payments in real-time. No more delayed notifications or manual checks, this automation ensures you stay on top of your business transactions seamlessly.

  1. When this happens...
    Confido LegalConfido Legal
    New Payment Processed

    Triggers when a new payment is made for a given Client and Matter.

    TriggerScheduled
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Client ID

    • Matter ID

    Trigger
    Scheduled
    Try It
    • Client NameRequired

    Action
    Search
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
    • Customer IdRequired

    • Client IdRequired

    • Trust AmountRequired

    • Operating AmountRequired

    • Email SubjectRequired

    • Email Message

    • Email AddressesRequired

    Action
    Write
    • Client NameRequired

    • Customer IdRequired

    • Primary Contact First NameRequired

    • Primary Contact Last NameRequired

    • Primary Contact EmailRequired

    • Primary Contact Phone

    Action
    Search or write
    • Setup Directions

    Trigger
    Instant
    Try It
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confido-legal logo

About Confido Legal

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

Related categories

  • Payment Processing
email logo
email logo

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!

Related categories