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How Zapier works
Zapier makes it easy to integrate Confido Legal with Fello Connect - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Payment Processed" from Confido Legal.
Add your action
An action happens after the trigger—such as "Add or Update Contact" in Fello Connect.
You’re connected!
Zapier seamlessly connects Confido Legal and Fello Connect, automating your workflow.
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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- Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Try ItTriggerInstant - New Home Value View Event
Triggers when a contact views home value dashboard
Try ItTriggerInstant
- 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- Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItTriggerInstant - Form Submission
Triggers when a form is submitted
Try ItTriggerInstant