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Confido Legal + Google Sheets

Confido Legal + Google Sheets

Confido Legal + Google Sheets integrations

Create spreadsheet rows in Google Sheets for new payments processed in Confido Legal

Streamline your documentation process with this powerful workflow. When a new payment is processed in Confido Legal, it instantly creates a row in Google Sheets. This allows you to effortlessly keep track of all your transactions in one place, enhancing your organization and saving valuable time. It’s the perfect solution for simplifying your financial management without the hassle.

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More things you can do with Confido Legal and Google Sheets

Discover other triggers and actions you can use with Confido Legal and Google Sheets

  • Confido Legal triggers, actions, and search
    Disbursement Approved/Updated

    Triggers when a disbursement is approved or updated.

    Trigger
    Instant
    Try It
  • Confido Legal triggers, actions, and search
    New Transaction Processed

    Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    Action
    Write
    • Transaction ID
      Required
    Action
    Write
  • Confido Legal triggers, actions, and search
    New Stored Payment Method Created

    Triggers when a new stored payment method is create.

    Trigger
    Instant
    Try It
    • 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
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About Confido Legal
Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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