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.
- When this happens...
- automatically do this!
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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
- Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Try ItTriggerInstant - New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Try ItTriggerInstant - Client NameRequired
ActionWrite- Transaction IDRequired
ActionWrite
- New Stored Payment Method Created
Triggers when a new stored payment method is create.
Try ItTriggerInstant - Client 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
ActionWrite- Client IDRequired
ActionWrite- 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 IDRequired
- Status
ActionWrite
Related categories
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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