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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Content Object" from Flotiq.

Add your action

An action happens after the trigger—such as "Create Matter" in Rally.

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Zapier seamlessly connects Flotiq and Rally, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Connect Flotiq and Rally to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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.

- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Polling
Try It
- Content Type Definition Name
Trigger
Instant
Try It
New Client User
Triggers when a new Client User is created.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It

New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
Try It

- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Polling
Try It
- Content Type Definition Name
Action
Write
Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- File
  Required
- Categories
Action
Write

About Flotiq

Flotiq is an API-first CMS that takes care of hosting, securing and scaling to guarantee your content is always on.

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About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.