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Equinox + Schedule by Zapier

Create new matters in Equinox on a custom frequency with Schedule by Zapier

Manage your tasks efficiently with this workflow. When a custom frequency event occurs in your Schedule by Zapier app, it swiftly generates a new matter in your Equinox app. This streamlined automation eradicates manual data entry, facilitates effective case management, and improves your productivity. Let technology give your organizational skills a substantial boost.

When this happens...
Custom FrequencyTriggers at user-defined intervals (days, weeks, months)
TriggerInstant
automatically do this!
Create MatterCreates a new matter in the system.
ActionWrite

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More things you can do with Schedule by Zapier and Equinox

Discover other triggers and actions you can use with Schedule by Zapier and Equinox

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
- Timezone Override (Optional)
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created
Trigger
Polling
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Updated Matter
Triggers when a matter is updated
Trigger
Polling
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- Document
  Required
- Title
  Required
- Addendum
- User
- Filename
  Required
- Notes
- Status
- Attention Of
- Matter Id
  Required
- Date
- Email
- Primary Classification
- Secondary Classification
- Published Status
- Filing Status
- Sender
- Recipient
- Locked
- Folder
- Setup by
Action
Write
- Matter ID
  Required
- Due Date
  Required
- Task Description
  Required
- Task User
- Task Importance
- Task Type
- Associated Template
Action
Write

- Task ID
  Required
- Task Due Date
- Task Description
- Task User
- Task Importance
- Task Type
- Task Notes
Action
Write
- Matter ID
  Required
Action
Search

- Time of Day
  Required
- Trigger on weekends?
- Timezone Override (Optional)
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
Updated Task
Triggers when a task is updated
Trigger
Polling
Try It
- Matter Category
  Required
- Matter Subcategory
- Client
  Required
- Matter Title
  Required
- Matter Long Title
- Matter User
  Required
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write
- Matter ID or Mattercode
  Required
- Matter Category
- Matter Subcategory
- Client
- Matter Title
- Matter Long Title
- Matter User
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write
- Mattercode
Action
Search
- Report ID
  Required
- Show Report IDs
Action
Search

About Equinox

Equinox is an efficient IP portfolio management system that helps you manage trademarks, patents, registered designs & more.

HelpHelp

Related categories

Productivity

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

HelpHelp

Related categories

Scheduling & Booking

Zapier