Initiates the activation of a user activated workflow as part of an automated workflow process.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Creates a flat fee billing entry associated with a specific legal matter.

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Searches for and returns the most recently created contact that matches a specified custom field value.

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Locates the latest matter associated with a given client email address.

Retrieves details of a team member based on user identification criteria.

Triggers when a new message is posted to any public channel.

Triggers when a new message is posted to a specific #channel you choose.

Triggers when a new file is uploaded to your workspace.

Triggers when a new message is found that matches the query.

Triggers when a reaction (reactji) is added to a message in a public/private channel.

Triggers when a Message is pushed from Slack.

Adds a reminder for yourself or a teammate, just like the

Cancels a message that has been scheduled to be posted.

Post a message or thread reply to a channel. You can also schedule it to send later.

Deletes a Message.

Edits a Canvas.

Creates a new channel.

Sends a message requesting approval. Includes buttons to submit "Approve" or "Decline" responses. Zap will be held until a submission is made, when it will continue to execute subsequent steps.

Update basic profile fields such as name or title

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves information about a conversation (e.g., public channel, private channel, DM, or group DM).

Gets a particular Slack message using its IDs.

Returns a Message and its list of Reactions.

Finds a user by matching against their email instead of their username.

Finds a user by matching against their real name instead of their username.

Generates a new communication entry, such as an email, phone call, or internal message.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Identifies the most recently created matter based on a specified custom field criterion.

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

Triggers when a custom emoji has been added to a team.

Triggers when a username or highlight word is mentioned in a public #channel.

Triggers when a new member joins a public channel, private channel or multi-person direct message you choose.

Triggers when a new message is posted to a specific #private-channel or multi-dm.

Adds a reaction to a message.

Archives a conversation (e.g., public channel, private channel, DM, or group DM).

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Creates a Canvas.

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Edits a message.

Post a new message to a private channel you choose. Can also schedule a message for later.

Sets the topic on a selected channel.

Sets your Slack status to the given text and emoji.

Returns a list of User IDs representing the members of a conversation (e.g., public channel, private channel, DM, or group DM).

Gets the permalink for a particular Slack message.

Finds a Slack message using the Slack Search feature.

Finds a user by their ID.

Finds a user by their username.