Confido Legal + Slack

Send channel messages in Slack for new transactions processed in Confido Legal

Stay on top of your Confido Legal transactions with this automation. As soon as a new transaction is processed in your Confido Legal app, a channel message is instantly posted in your chosen Slack channel. This workflow ensures you and your team are promptly notified, making it easier to track transactions and keep everyone informed.

When this happens...
New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
TriggerInstant
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Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

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 NameRequired
Action
Write
- Transaction IDRequired
Action
Write
- Disbursement IdRequired
Action
Write

- Client IDRequired
- 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 IDRequired
- 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 IDRequired
Action
Write
- Client IDRequired
Action
Write
- Subscription IDRequired
Action
Write
- Transaction IdRequired
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- ChannelRequired
- MessageRequired
- ReactionRequired
Action
Write
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- Client NameRequired
- 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 IDRequired
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 IDRequired
- Status
Action
Write
- Client IDRequired
- External ID
- NameRequired
- Secondary Client ID
Action
Write
- Payment Link IDRequired
Action
Write
- Payment Link IDRequired
- EmailsRequired
- Emails cc
- Emails bcc
- SubjectRequired
- MessageRequired
Action
Write
- Email For Receipt
- Matter ID
- Operating Amount
- Send Receipt
- Stored Payment Method ID
- Surcharge Enabled
- Trust Amount
Action
Write
- Client IDRequired
- 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 IDRequired
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Canvas IDRequired
- OperationRequired
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Confido Legal

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

Related categories

Payment Processing

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Confido Legal + Slack

Send channel messages in Slack for new transactions processed in Confido Legal

Disbursement Approved/Updated

New Transaction Processed

Get Client Info by Name

Get Clio Invoice Numbers

Get Disbursement by ID

Create Payment Link

Update Payment Link

Get Stored Payment Method by ID

Get Stored Payment Methods by Client Name

Get Subscription by ID

Get Transaction Data by ID

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reaction

Archive Conversation

Invite User to Channel

Create Canvas

Send Direct Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

New Stored Payment Method Created

Create Client

Get Client Info by ID

Create Disbursement

Create Matter

Get Payment Link by ID

Send Payment Request

Initiate Stored Payment Method Payment

Create Subscription

Get Subscriptions by Client ID

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Add Reminder

Cancel Scheduled Message

Send Channel Message

Delete Message

Edit Canvas

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Confido Legal

Related categories

About Slack

Related categories

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