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.
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Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Try ItNew Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Try ItClient NameRequired
Transaction IDRequired
New Stored Payment Method Created
Triggers when a new stored payment method is create.
Try ItClient NameRequired
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
Client IDRequired
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 IDRequired
Status