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How Zapier works
Zapier makes it easy to integrate Confido Legal with Lawcus - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Payment Processed" from Confido Legal.
Add your action
An action happens after the trigger—such as "User Activated Workflow" in Lawcus.
You’re connected!
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.
- Client ID
- Matter ID
Try ItTriggerPolling- Client NameRequired
ActionSearch- 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.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
- Customer IdRequired
- Client IdRequired
- Trust AmountRequired
- Operating AmountRequired
- Email SubjectRequired
- Email Message
- Email AddressesRequired
ActionWrite- Client NameRequired
- Customer IdRequired
- Primary Contact First NameRequired
- Primary Contact Last NameRequired
- Primary Contact EmailRequired
- Primary Contact Phone
ActionSearch or write- Stage
Try ItTriggerInstant- Workflow
- Stage
Try ItTriggerInstant
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