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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Rocket Matter.

Add your action

An action happens after the trigger—such as "Copy Board" in Miro.

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Customers have created over 25 million Zaps on the platform

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

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Connect Rocket Matter and Miro 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.

Integration categories

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.

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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.

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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.

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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.

triggers, actions, or triggers and actions

New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
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New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
Try It
New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
Try It
New Soft Cost
Triggers when a new SoftCost is created in the firm.
Trigger
Instant
Try It
- Contact Name
  Required
- Mark this event as Private???
- Matter File Number
- Billing Status
- Start Date Time*
  Required
- Ending Date Time*
  Required
- Location
- All day event
- Description
- Send Email to Attendees?
- Invited
- Client Portal Shared
Action
Write
- Subject
  Required
- Description
- Matter File Number
- Note Date
- Billing Type
Action
Write
- Contact Name
  Required
- Private?
- Matter File Number
- Primary Assignee
- Assignee
- Task Start Date
- Task Due Date
- Estimated Hours of Effort
- Actual Hours of Effort
- Choose the Priority
- Reminder in Days
- Description
- Billing Type
- Task Status
- Percentage Complete
- Send Email when Complete
Action
Write
- Board_id
  Required
- Contact Name
  Required
- Description
- Global Access
- Team Access
- Organization Access
- Link/Invite Access
Action
Write
- Board_id
  Required
- Frame
- Title
- Link
- Description
- Due Date
- Border Color
Action
Write

New Event
Triggers when a new event is created in the firm.
Trigger
Instant
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New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in the firm.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in the firm.
Trigger
Instant
Try It
- Contact Name
  Required
- Display name
- Contact Type
- Contact Email
- Home Phone Number
- Work Phone Number
- Cell Phone Number
- Fax Phone Number
- Notes
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip
- Country
Action
Write
- Matter Name
  Required
- Client Name
  Required
- Date Opened
- Matter File Number
- Matter Owner Name
- Matter Billing Method
- Area of Law
Action
Write
- Matter File Number
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Expense Code
- Expense Name
- Description
- Item Quantity
- Unit Price
- Billing Type
- Billing Hold
- Internal Notes
- Taxable
Action
Write
- Matter File Number
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Activity Code
- Task Code
- Task Name
- Description
- The billable status of this timecard
- Time Spent
- Time Billed
- Unit Price
- Rate Level
- Rate Type
Action
Write
- Contact Name
  Required
- Description
- Global Access
- Team Access
- Organization Access
- Link/Invite Access
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Learn how to automate Miro on the Zapier blog

About Rocket Matter

Rocket Matter is legal practice management solution with robust timekeeping, invoicing, matter management and firm analytics and reporting.

Related categories

CRM (Customer Relationship Management)

About Miro

Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.

Related categories

Team Collaboration

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