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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Disbursement Approved/Updated" from Confido Legal.

Add your action

An action happens after the trigger—such as "User Activated Workflow" in Lawcus.

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Zapier seamlessly connects Confido Legal and Lawcus, automating your workflow.

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.

Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
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New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Trigger
Instant
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- Client Name
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Disbursement Id
  Required
Action
Write

- Client ID
  Required
- External ID
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
- Trust Amount
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
- Stage
Trigger
Instant
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- Workflow
- Stage
Trigger
Instant
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New Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Trigger
Instant
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New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Trigger
Instant
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New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Trigger
Instant
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New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Trigger
Instant
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New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Trigger
Instant
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- Matter Id
  Required
- Date of Communication
  Required
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- To (Contacts)
- To (Teammates)
Action
Write
- Contact
  Required
- Comment
  Required
Action
Write
- Timekeeper
- Matter/Lead
- Date
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Company name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Name
  Required
- Description
- Matter
  Required
- Due Date
- Assign Member
Action
Write
- Company
- First Name
  Required
- Last Name
  Required
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- id
  Required
- Name
- Description
- Due Date
Action
Write
- Invoice number
  Required
Action
Search
- Search Matter
  Required
Action
Search
- Workflow
  Required
- Name
  Required
Action
Search
- Name
  Required
Action
Search

New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- 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
- 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
Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
Trigger
Instant
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Lead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Trigger
Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Trigger
Instant
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New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Trigger
Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Trigger
Instant
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Trigger
Instant
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Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Trigger
Instant
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New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Trigger
Instant
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Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Trigger
Instant
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- Workflow Id
  Required
- Matter Id
  Required
Action
Write
- Name
  Required
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Title
  Required
- Calendar
- Matter
- Start date
  Required
- End date
  Required
- Location
- Description
Action
Write
- Amount
  Required
- Matter/Lead
  Required
- Timekeeper
- Activity Category
- UTBMS task code
- Date
  Required
- Discount
- Description
- Private Note
Action
Write
- Comment
  Required
- Lead id
  Required
Action
Write
- Matter
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Description
- Workflow
  Required
- Stage
  Required
- Billing Type
  Required
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/Lead
  Required
- Date
  Required
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- Id
  Required
- Lead Type
- First Name
- Last Name
- Email
- Phone
- Lead Source
- Referred by
- Description
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Pipeline
- Stage
- Practice Area
- Location
- Responsible Attorney
- Originating Attorney
- Members
- Tags
Action
Write
- Id
  Required
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search Contact
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
Action
Search
- Name or Email
  Required
Action
Search

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Connect Confido Legal and Lawcus to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Learn about AI automation

About Confido Legal

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

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Related categories

Payment Processing

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

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