Confido Legal + Google Sheets
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.
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.
- When this happens...New Payment Processed
Triggers when a new payment is made for a given Client and Matter.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client ID
Matter ID
Try ItClient NameRequired
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try It
Customer IdRequired
Client IdRequired
Trust AmountRequired
Operating AmountRequired
Email SubjectRequired
Email Message
Email AddressesRequired
Client NameRequired
Customer IdRequired
Primary Contact First NameRequired
Primary Contact Last NameRequired
Primary Contact EmailRequired
Primary Contact Phone
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
