Confido Legal + Xero
Process new Confido Legal payments by creating payments in Xero
Streamline your financial management process when handling client funds with Confido Legal and Xero. Every time a new payment is processed in Confido Legal, this workflow ensures that the corresponding payment record is created in Xero. This setup eliminates the need for manual data entries, saving you time and reducing potential errors. Allowing you to focus more on providing excellent legal services to your clients rather than on administrative tasks.
Streamline your financial management process when handling client funds with Confido Legal and Xero. Every time a new payment is processed in Confido Legal, this workflow ensures that the corresponding payment record is created in Xero. This setup eliminates the need for manual data entries, saving you time and reducing potential errors. Allowing you to focus more on providing excellent legal services to your clients rather than on administrative tasks.
- When this happens...New Payment Processed
Triggers when a new payment is made for a given Client and Matter.
- automatically do this!Create Payment
Triggers when you receive a new payment.
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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
OrganizationRequired
Status
Try ItOrganizationRequired
Status
Type
Try It
