Connect Leadinfo and PST to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Bot" from Leadinfo.

Add your action

An action happens after the trigger—such as "Create Entity" in PST.

You’re connected!

Zapier seamlessly connects Leadinfo and PST, automating your workflow.

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.

- Leadbot
  Required
- Component
  Required
Trigger
Instant
Try It
Sharing a Contact
Triggers when a Contact is shared with Zapier
Trigger
Instant
Try It
Trigger Contact
Triggers when a Contact is shared with Zapier via a Trigger
Trigger
Instant
Try It
- Case Number
- Universal Case Number
- County
- Plaintiff
- Defendant
- TypeCourt
- State
- Plaintiff Title
- Defendant Title
- File Date
- Amended File Date
- Judge Serial Number
- First Name
- Last Name
- Suffix
- Client Serial Number
- Client Reference Number
- Description
- Purpose
- File Extension
- Attachment File Bytes
- Viewable By Server
- Viewable By Client
- Signed
- Filed
- Add Attachments
Action
Write
- Client Reference Number
- Documents To Serve
- Court Date Time
- Received Date Time
- Action Date
- Expire Date
- Last Serve Date
- Last Sub Serve Date
- Priority
- Married
- Military
- Party To Be Served First Name
- Party To Be Served Last Name
- Party To Be Served Suffix
- Party To Be Served Address1
- Party To Be Served Address 2
- Party To Be Served City
- Party To Be Served State
- Party To Be Served Zip
- Party To Be Served Prefix
- Party To Be Served Relationship
- Party To Be Served County
- Party To Be Served Servee Detail Status
- Party To Be Served Party Type
- Party To Be Served Is Actual Service
- Party To Be Served Is Representative To Be Served
- Party To Be Served Served Date Time
- Party To Be Served Type Service Serial Number
- Party To Be Served Eye Color
- Party To Be Served Other
- Party To Be Served Age
- Party To Be Served Sex
- Party To Be Served Race
- Party To Be Served Height
- Party To Be Served Weight
- Party To Be Served Hair
- Party To Be Served Glasses
- Attorney Serial Number
- Attorney Firm Name
- Attorney Last Name
- Attorney First Name
- Attorney Address 1
- Attorney Address 2
- Attorney City
- Attorney State
- Attorney Zip
- Attorney Phone Number
- Attorney Email Address
- Attorney Client Active
- Attorney Server Active
- Attorney Is Client
- Attorney Is Attorney
- Attorney Is Server
- Attorney User Name
- Attorney Pre Pay Only
- Attorney Password
- Attorney Contact Name
- Attorney Contact Email Address
- Attorney Contact Phone Number
- Attorney Contact Phone Number Extension
- Attorney Contact Is Default?
- Attorney Contact Is Active?
- Client Serial Number
- Client Firm Name
- Client Last Name
- Client First Name
- Client Address 1
- Client Address 2
- Client City
- Client State
- Client Zip
- Client Phone Number
- Client Email Address
- Client Active
- Server Active
- Is Client
- Is Attorney
- Is Server
- User Name
- Pre Pay Only
- Password
- Client Contact Name
- Client Contact Email Address
- Client Contact Phone Number
- Client Contact Phone Number Extension
- Client Contact Is Default?
- Client Contact Is Active?
- Server Serial Number
- Server Is Default
- Server Firm Name
- Server First Name
- Server Last Name
- Server Address 1
- Server Address 2
- Server City
- Server State
- Server Zip
- Server Phone
- Server Email Address
- Client Active
- Server Active
- Is Client
- Is Attorney
- Is Server
- Server User Name
- Server PrePay Only
- Server Password
- Server Create Contact Name
- Server Create Contact Email
- Server Create Contact Phone
- Server Create Contact Phone Ext
- Server Create Contact Is Default
- Server Create Contact Is Active
- Case Serial Number
- Servee First Name
- Servee Last Name
- Servee Address 1
- Servee Address 2
- Servee City
- Servee State
- Servee Zip
- Servee Prefix
- Is Representative To Be Served
- Is Actual Service
- Party Type
- Relationship
- County
- Servee Detail Status
- Servee Served Date Time
- Servee Type Service Serial Number
- Servee Eye Color
- Servee Description Other
- Servee Age
- Servee Sex
- Servee Race
- Servee Height
- Servee Weight
- Servee Hair
- Servee Glasses
- Servee Attachment Description
- Servee Attachment Purpose
- Servee Attachment File Extension
- Servee Attachment File Bytes
- Servee Attachment Viewable By Server
- Servee Attachment Viewable By Client
- Servee Attachment Signed
- Servee Attachment Filed
- Servee Comment Date Time
- Servee Comment Text
- Servee Comment Is Attempt
- Servee Comment Is Status Report
- Servee Comment Is Affidavit
- Servee Comment Is Field Sheet
- Servee Comment Is Invoice
- Servee Comment Is Diligence
- Servee Comment Is Reviewed
- Add Job Attachments By Guid
- Judge Serial Number
- Judge First Name
- Judge Last Name
- Judge Suffix
- Case Client Serial Number
- Case Client Reference Number
- Case Number
- Universal Case Number
- Case County
- Case Plaintiff
- Case Defendant
- Case Type of Court
- Case State
- Case Plaintiff Title
- Case Defendant title
- Case File Date
- Case Amended File Date
- CaseAttachmentDescription
- CaseAttachmentPurpose
- CaseAttachmentFileExt
- CaseAttachmentFileBytes
- CaseAttachmentViewableByServer
- CaseAttachmentViewableByClient
- CaseAttachmentSigned
- CaseAttachmentFiled
- Add Case Attachments by Guid
- Attachment Description
- Attachment Purpose
- Attachment File Ext
- Attachment File Bytes
- Attachment Viewable By Server
- Attachment Viewable By Client
- Attachment Signed
- Attachment Filed
- Comment Date Time
- Comment Text
- Comment Is Attempt
- Comment Is Field Sheet
- Comment Is Invoice
- Comment Is Diligence
- Comment Is Reviewed
- Comment Is Affidavit
- Comment Is Status Report
- Served Date Time
- Type Service Serial Number
- Eye Color
- Age
- Sex
- Race
- Height
- Weight
- Hair
- Glasses
- Recipient Description Other
- SalesItemId
- Rate
- Quantity
- Description
- Purpose
- File Extension
- Attachment File Bytes
- Viewable By Server
- Viewable By Client
- Signed
- Filed
- Comment Date Time
- Comment Text
- Is Attempt
- Is Status Report
- Is Affidavit
- Is Field Sheet
- Is Invoice
- Is Diligence
- Is Reviewed
Action
Write

- Case Serial Number
  Required
Action
Write
- Server Select Mode
- Server Serial Number
- From Server Name
- Through Server Name
- From Date
- ThroughDate
- Include Line Items
- Sort By
- ServerLocality
- FileReturnType
Action
Write

- Invoice Number
  Required
Action
Write
- Job Number
  Required
Action
Write
- Type of Service Serial Number
  Required
Action
Write
- Entity Serial Number
- Entity Type
- Active Only
- Search By
- Search Text
- Greater Than Change Number
- Results Limit
- Results Order By
- Results Order Is Descending
Action
Write
- Invoice Number
  Required
Action
Write
- Invoice Number
- Batch Invoice Number
- From Date
- Through Date
- Client Serial Number
- Invoice Status
- Greater Than Change Number
- Include Total Invoice Count
- Invoice Printed Type
- Results Limit
- Results Order By
- Results Order Is Descending
- Results Offset By
- Include Line Items
Action
Write
- Job Number
  Required
- Servee Id
  Required
Action
Write
- Job Number
  Required
- Servee Id
  Required
Action
Write
- Active Only
Action
Write
- Entity Serial Number
  Required
- Firm Name
- Last Name
- First Name
- Address 1
- Address 2
- City
- State
- Zip
- Phone Number
- Email Address
- Is Client Active?
- Is Server Active?
- Is Client?
- Is Attorney?
- Is Server?
- Username
- Entity Password
- PrePay Only?
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Phone Extension
- Contact Is Default?
- Contact Is Active?
Action
Write
- Job Number
  Required
- Attorney Serial Number
- Firm Name
- Last Name
- First Name
- Address1
- Address2
- City
- State
- Zip
- Phone
- Email Address
- Client Active
- Server Active
- Is Client
- Is Attorney
- Is Server
- User Name
- Pre Pay Only
- Password
- Name
- EmailAddress
- Phone
- PhoneExtension
- IsDefault
- IsActive
- Client Serial Number
- Firm Name
- Last Name
- First Name
- Address1
- Address2
- City
- State
- Zip
- Phone
- EmailAddress
- ClientActive
- ServerActive
- IsClient
- IsAttorney
- IsServer
- UserName
- PrePayOnly
- Password
- Name
- EmailAddress
- Phone
- PhoneExtension
- IsDefault
- IsActive
- ClientReferenceNumber
- DocumentsToServe
- CourtDateTime
- ReceivedDateTime
- ActionDate
- ExpireDate
- LastServeDate
- LastSubServeDate
- Priority
- ServerSerialNumber
- IsDefault
- FirmName
- LastName
- FirstName
- Address1
- Address2
- City
- State
- Zip
- Phone
- EmailAddress
- ClientActive
- ServerActive
- IsClient
- IsAttorney
- IsServer
- UserName
- PrePayOnly
- Password
- Server Contact Name
- Server Contact Email Address
- Server Contact Phone
- Server Contact Phone Extension
- Server Contact Is Default
- Server Contact Is Active
- ServerSerialNumber
- IsDefault
- RemoveJobServerSerialNumbers
- CaseSerialNumber
- Case Number
- UniversalCaseNumber
- County
- Plaintiff
- Defendant
- TypeCourt
- State
- PlaintiffTitle
- DefendantTitle
- FileDate
- AmendedFileDate
- JudgeSerialNumber
- JudgeFirstName
- JudgeLastName
- JudgeSuffix
- Client Reference Number
- Client Serial Number
- Add Case Attachments by Guid
- CaseAttachmentDescription
- CaseAttachmentPurpose
- CaseAttachmentFileExt
- CaseAttachmentFileBytes
- CaseAttachmentViewableByServer
- CaseAttachmentViewableByClient
- CaseAttachmentSigned
- CaseAttachmentFiled
- FirstName
- LastName
- Address1
- Address2
- City
- State
- Zip
- Prefix
- IsRepresentativeToBeServed
- IsActualService
- PartyType
- Relationship
- County
- ServeeDetailStatus
- ServeeServedDateTime
- ServeeTypeServiceSerialNumber
- ServeeEyesColor
- Servee Description Other
- ServeeAge
- ServeeSex
- ServeeRace
- ServeeHeight
- ServeeWeight
- ServeeHair
- ServeeGlasses
- ServeeAttachmentDescription
- ServeeAttachmentPurpose
- ServeeAttachmentFileExtension
- ServeeAttachmentFileBytes
- ServeeAttachmentViewableByServer
- ServeeAttachmentViewableByClient
- ServeeAttachmentSigned
- ServeeAttachmentFiled
- ServeeCommentDateTime
- ServeeCommentText
- ServeeCommentIsAttempt
- ServeeCommentIsStatusReport
- ServeeCommentIsAffidavit
- ServeeCommentIsFieldSheet
- ServeeCommentIsInvoice
- ServeeCommentIsDiligence
- ServeeCommentIsReviewed
- ServedDateTime
- TypeServiceSerialNumber
- Eye Color
- Recipient Description Other
- Age
- Sex
- Race
- Height
- Weight
- Hair
- Glasses
- ID
- ServedDateTime
- TypeServiceSerialNumber
- Eye Color
- Recipient Description Other
- Age
- Sex
- Race
- Height
- Weight
- Hair
- Glasses
- IsRepresentativeToBeServed
- IsActualService
- PartyType
- FirstName
- LastName
- Suffix
- Address1
- Address2
- City
- State
- Zip
- Relationship
- County
- ServeeDetailstatus
- Update Servee Prefix
- Create Attachment Description
- Create Attachment Purpose
- Create Attachment File Extension
- Create Attachment File Bytes
- Create Attachment Viewable By Server
- Create Attachment Viewable By Client
- Create Attachment Signed
- Create Attachment Filed
- Create Comment DateTime
- Create Comment Text
- Create Comment Is Attempt
- Create Comment Is Status Report
- Create Comment Is Affidavit
- Create Comment Is Field Sheet
- Create Comment Is Invoice
- Create Comment Is Diligence
- Create Comment Is Reviewed
- Update Comment Seq Number
- Update Comment DateTime
- Update Comment Text
- Update Comment Is Attempt
- Update Comment Is Status Report
- Update Comment Is Affidavit
- Update Comment Is Field Sheet
- Update Comment Is Invoice
- Update Comment Is Diligence
- Update Comment Is Reviewed
- Party To Be Served Married
- Party To Be Served Military
- Party To Be Served Prefix
- Party To Be Served First Name
- Party To Be Served Last Name
- Party To Be Served Suffix
- Party To Be Served Address1
- Party To Be Served Address2
- Party To Be Served City
- Party To Be Served State
- Party To Be Served Zip
- Party To Be Served Relationship
- Party To Be Served County
- Party To Be Served Servee Detail Status
- Party To Be Served Party Type
- Party To Be Served Is Actual Service
- Party To Be Served Is Representative To Be Served
- Party To Be Served Served Date Time
- Party To Be Served Type Service Serial Number
- Party To Be Served Eye Color
- Party To Be Served Other
- Party To Be Served Age
- Party To Be Served Sex
- Party To Be Served Race
- Party To Be Served Height
- Party To Be Served Weight
- Party To Be Served Hair
- Party To Be Served Glasses
- Party To Be Served ID
- CommentDateTime
- CommentText
- IsAttempt
- IsStatusReport
- IsAffidavit
- IsFieldSheet
- IsInvoice
- IsDiligence
- IsReviewed
- CommentDateTime
- CommentText
- IsAttempt
- IsStatusReport
- IsAffidavit
- IsFieldSheet
- IsInvoice
- IsDiligence
- IsReviewed
- SeqNumber
- Description
- Purpose
- FileExtension
- AttachmentFileBytes
- ViewableByServer
- ViewableByClient
- Signed
- Filed
- Add Job Attachments by Guid
- Description
- Purpose
- File Extension
- Attachment File Bytes
- Viewable By Server
- Viewable By Client
- Signed
- Filed
- Comment Date Time
- Comment Text
- Is Attempt
- Is Status Report
- Is Affidavit
- Is Field Sheet
- Is Invoice
- Is Diligence
- Is Reviewed
- Comment Seq Number
- Comment Date Time
- Comment Text
- Is Attempt
- Is Status Report
- Is Affidavit
- Is Field Sheet
- Is Invoice
- Is Diligence
- Is Reviewed
- Sales Item Id
- Rate
- Quantity
Action
Write

Share
Triggers when a company is manually shared in the Inbox
Trigger
Instant
Try It
Trigger
Triggers when a configured trigger inside Leadinfo is matched
Trigger
Instant
Try It
- Firm Name
- First Name
- Last Name
- Address 1
- Address 2
- City
- State
- Zip
- Phone
- Email Address
- Is Client Active?
- Is Server Active?
- Is Client?
- Is Attorney?
- Is Server?
- Username
- PrePay Only?
- Contact Name
- Email Address
- Contact Phone Number
- Contact Phone Number Extension
- Contact Is Default?
- Contact Is Active?
Action
Write
- Entity Serial Number
  Required
- Name
- EmailAddress
- Phone
- PhoneExtension
- IsDefault
- IsActive
Action
Write
- Attachment ID
  Required
- Include Attachment File Bytes
Action
Write
- Case Serial Number
  Required
Action
Write
- Wsp Login
  Required
- Wsp Password
  Required
Action
Write
- Job Number
  Required
- Use Linked Resources
Action
Write
- Server Select Mode
- Server Serial Number
- From Server Name
- Through Server Name
- From Date
- Through Date
- Include Line Items
- Include Payments
- Include Jobs Not Invoiced
- Sort By
- Server Locality
- File Return Type
Action
Write
- Case Number
- CaseSerialNumber
- Case County
- Plaintiff
- Defendant
- Client Serial Number
- Client Reference Number
- Greater Than Change Number
- Include Total Case Count
- Results Limit
- Results Order By
- Results Order Is Descending
- Results Offset By
Action
Write
- Entity Serial Number
  Required
Action
Write
- Invoice Number
  Required
Action
Write
- Servee First Name
- Servee Firm Name Or Last Name
- Servee Address 1
- Servee Address 2
- Servee City
- Servee State
- Servee Zip
- Servee County
- Client Reference Number
- From Date
- Through Date
- Server Serial Number
- Client Serial Number
- Attorney Serial Number
- Date Source
- Server Last Name
- Server Firm Name
- Client Last Name
- Client Firm Name
- Attorney Last Name
- Attorney Firm Name
- Case Serial Number
- Greater Than Change Number
- Results Limit
- Results Order By
- Results Order Is Descending
- SearchPurpose
- Search By Client Or Attorney Number
- Include Total Job Count
- Servee Select Mode
- Results Offset By
- Use Linked Resources
- Invoice Printed Type
- Job Number
Action
Write
- Job Number
  Required
Action
Write
- Job Number
  Required
Action
Write
- Case Serial Number
  Required
- Judge Serial Number
- First Name
- Last Name
- Suffix
- Client Serial Number
- Client Reference Number
- Description
- Purpose
- FileExtension
- Attachment File Bytes
- Viewable By Server
- Viewable By Client
- Signed
- Filed
- Add Attachments
- Case Number
- Universal Case Number
- County
- Plaintiff
- Defendant
- TypeCourt
- State
- PlainTitle
- DefendTitle
- File Date
- Amended File Date
Action
Write
- Entity Serial Number
  Required
- Contact Serial Number
  Required
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Phone Number Extension
- Contact Is Default?
- Contact Is Active?
Action
Write

For AI agents & developers

Use Leadinfo and PST with AI agents and code

Beyond Zap workflows. Call Leadinfo and PST actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Leadinfo and PST actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Entity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Leadinfo and PST actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* leadinfo / pst action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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

Connect Leadinfo and PST 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.

Make work flow with AI

Level up your Leadinfo to PST integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.

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Related categories

Marketing

About PST

Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.

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