Create integrations between Confido Legal and QuickBooks Online to automate any workflow
WHEN THIS HAPPENS
New Payment ProcessedAUTOMATICALLY DO THIS
Update CustomerEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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 ItClient NameRequired
New Account
Triggered when you add a new account.
Try ItNew Customer
Triggered when you add a new customer.
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
New Bill
Triggers when a new bill is added.
Try ItNew Estimate
Triggered when you add a new estimate.
Try It