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Confido Legal + Slack

Confido Legal + Slack

Confido Legal + Slack integrations

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.

  1. When this happens...
    New Transaction Processed
    New Transaction Processed
    New Transaction ProcessedTriggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
  2. automatically do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with Confido Legal and Slack

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

  • Confido Legal triggers, actions, and search
    Disbursement Approved/Updated

    Triggers when a disbursement is approved or updated.

    Trigger
    Instant
    Try It
  • Confido Legal triggers, actions, and search
    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
  • Confido Legal triggers, actions, and search
    New Stored Payment Method Created

    Triggers when a new stored payment method is create.

    Trigger
    Instant
    Try It
    • 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
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About Confido Legal
Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.
Related categories
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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.
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