Confido Legal + Email by Zapier

Confido Legal + Email by Zapier integrations

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.

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More things you can do with Confido Legal and Email by Zapier

Discover other triggers and actions you can use with Confido Legal and Email by Zapier

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
Instant
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- Client Name
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Disbursement Id
  Required
Action
Write

- Bank Accounts Selection Mode
  Required
- Client ID
  Required
- External ID
- Matter ID
- Memo
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
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
- Matter 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
- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- 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

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!

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Related categories

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