Create integrations between Firm360 and Firm360 to automate any workflow
WHEN THIS HAPPENS
Client Added or UpdatedAUTOMATICALLY DO THIS
Create Recurring ProjectEndless possibilities
Create your first workflow
Quickly automate workflows with Firm360 and Firm360 using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
Client Added or Updated
Triggers when client is added or updated.
Try ItNameRequired
Number
Entity TypeRequired
Partner In ChargeRequired
Manager
Bookkeeper
TermsRequired
StatusRequired
Tax IDRequired
Tags
State Tax ID
Notes
Registration Date
Industry
Phone
Address 1
Address 2
City
State
Zip
Country
Invoice Delivery Method
CapitalizationPolicy
Accounting Basis
Communication Preference
Delivery Method
Location
Parent Billing Client
Fiscal Year End
Referred By
Custom Fields
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
StatusRequired
Number
Name
Project Updated
Triggers when project is reassigned or status is changed.
Try ItClientRequired
Salutation
First NameRequired
Middle Name
Last NameRequired
Nickname
Title
Notes
Date of Birth
EmailRequired
Tax IDRequired
Home Phone
Work Phone
Mobile Phone
Address 1
Address 2
City
State
Zip
Country
State Drivers License Numeber
State Drivers License Expiration
Contact TypeRequired
Primary Contact FlagRequired
Spouse Contact FlagRequired
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
Recurring TypeRequired
Next DateRequired
EmailRequired
ClientRequired