Put Equinox to work with AI and enterprise-grade automation
Automate smarter with Equinox and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Xero
Accounting
Google Drive
File Management & Storage, Google
Notion
Task Management
Calendly
Scheduling & Booking
Airtable
Databases
Trello
Project Management
ChatGPT (OpenAI)
AI Assistants
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Xero
Accounting
Google Drive
File Management & Storage, Google
Notion
Task Management
Calendly
Scheduling & Booking
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Xero
Accounting
Google Drive
File Management & Storage, Google
Notion
Task Management
Calendly
Scheduling & Booking
Airtable
Databases
Trello
Project Management
ChatGPT (OpenAI)
AI Assistants
Join millions worldwide who automate their work using Zapier
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.
- New Invoice
Triggers when a new invoice is created
Try ItTriggerPolling - New Task
Triggers when a new task is created
Try ItTriggerPolling - Updated Task
Triggers when a task is updated
Try ItTriggerPolling - Matter CategoryRequired
- Matter Subcategory
- ClientRequired
- Matter TitleRequired
- Matter Long Title
- Matter UserRequired
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
ActionWrite
- New Matter
Triggers when a new matter is created
Try ItTriggerPolling - Updated Matter
Triggers when a matter is updated
Try ItTriggerPolling - DocumentRequired
- TitleRequired
- Addendum
- User
- FilenameRequired
- Notes
- Status
- Attention Of
- Matter IdRequired
- Date
- Email
- Primary Classification
- Secondary Classification
- Published Status
- Filing Status
- Sender
- Recipient
- Locked
- Folder
- Setup by
ActionWrite- Matter IDRequired
- Due DateRequired
- Task DescriptionRequired
- Task User
- Task Importance
- Task Type
- Associated Template
ActionWrite
For builders
Let your AI safely access Equinox
Go beyond Zap workflows. Install Zapier in your AI to call Equinox actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Equinox from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Equinox actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Equinox connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "equinox", owner: "me" });
await zapier.runAction({
app: 'equinox',
action: 'create_document',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Related categories