Confido Legal + Quo

Confido Legal + Quo integrations

Send a message in Quo when new transactions are processed in Confido Legal

Streamline your workflows and time management with Confido Legal and Quo's seamless integration. When a new transaction is processed in Confido Legal, this automation will prompt the Quo app to send a message, keeping your communication quick and efficient. This workflow is an effortless, time-saving solution for managing transactions and maintaining prompt, essential communication.

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!
Send a MessageSends a new message via Quo.
ActionWrite

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More things you can do with Confido Legal and Quo

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

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
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
- Select Phone Numbers
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write
- Call Id
  Required
Action
Search
- id
  Required
Action
Search
- Select Phone Numbers
- User Id
- Created After
- Created Before
- Exclude Inactive
- Updated After
- Updated Before
- Max Results
- Page Token
Action
Search
- User Id
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
- 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
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- User Id
Trigger
Polling
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
- Call Id
  Required
Action
Search
- Call Id
  Required
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
  Required
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search

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 Quo

Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS