Confido Legal + Hyros

Confido Legal + Hyros integrations

Process new Confido Legal transactions to create orders in Hyros

Streamline your order creation process with this automation between Confido Legal and Hyros. Every time a new transaction is processed in Confido Legal, an order is concurrently prepared in Hyros. This solution takes off the cumbersome task of manual data entry, allowing you to focus more on your crucial legal tasks. Enhance your efficiency and productivity with this simple, yet powerful, workflow.

When this happens...
New Transaction ProcessedTriggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
TriggerInstant
automatically do this!
Create OrderCreates an order with multiple lines on Hyros.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Confido Legal and Hyros

Discover other triggers and actions you can use with Confido Legal and Hyros

Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
Try It
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
- 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
New Sale Attributed
Triggers when a new sale attributed is created.
Trigger
Instant
Try It
- Referrer URL
  Required
- Session Id
- Previous URL
- User Agent
- IP
- SourceLink Tag
- Is Organic
- Integration Type
- Ad Source Id
- Adspend Ad Id
- Ad Source Click Id
- Email
- Tag
- Date
- Phones
Action
Write
- Email Address
  Required
- First name
- Last name
- Phone numbers
- Lead IPs
- Lead Stage
- Order id
- Date
- Provider
- Price Format
- Currency
- Order Discount
- Order Taxes
- Shipping Cost
- Name
  Required
- Price
  Required
- Line item id
- Quantity
- Sku
- Cost of Goods
- Item Discount
- Package
- Item Taxes
Action
Write
- Call Ids
- Emails
- Lead Ids
- Product Tags
- From Date
- To Date
- Page Size
- Page Id
- Qualified
- Qualification Stages
Action
Write

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
- 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
New Call Attributed
Triggers when a new call attributed is created.
Trigger
Instant
Try It
- Call Name
  Required
- Email
- First Name
- Last Name
- Id
- Lead IPs
- Lead Stage
- Phone Numbers
- Date
- State
- Qualified (DEPRECATED)
- Call Qualification
Action
Write
- Email Address
- First name
- Last name
- Phone numbers
- Lead IPs
- Tags
- Lead Stage
Action
Write
- Order ID
  Required
Action
Write
- Calls ids
  Required
- State
- Qualified (DEPRECATED)
- Qualification
Action
Write

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.

HelpHelp

Related categories

Payment Processing

About Hyros

HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution tracking.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion